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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-04-06
NJ RA APPROVED 2020-07-28
TX RA APPROVED_RES 2020-07-24
  • FL RA
    APPROVED
    Since 2022-04-06
  • NJ RA
    APPROVED
    Since 2020-07-28
  • TX RA
    APPROVED_RES
    Since 2020-07-24

Branch Locations

340 Mount Kemble Avenue, Morristown, NJ 07960 • United States

3801 Pga Boulevard Suite 700, Palm Beach Gardens, FL 33410 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Florham Park NJ 01/2008 07/2020
Bank Of America, N.A. Florham Park NJ 05/2019 07/2020
Morgan Stanley Smith Barney Llc Palm Beach Gardens FL 07/2020 Present
Previous Registrations
Other Businesses

*667292 - Investment Property; Investment related: Yes; Palm Beach Gardens, Florida; Rental Property; Joint owner with Carlos Manalansan (proprietor, partner, officer, director, employee, trustee, agent); 12/2025; During business hours: 0; After business hours: 1; Property Management

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-05-08
S63 Uniform Securities Agent State Law Examination 2002-02-08
  • S65 Uniform Investment Adviser Law Examination
    2008-05-08
  • S63 Uniform Securities Agent State Law Examination
    2002-02-08
Other Names
  • Renee Denise Sanchez

View on SEC IAPD

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