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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-05-08 |
| TX | RA | APPROVED_RES | 2021-08-26 |
| PA | RA | APPROVED | 2016-03-31 |
Branch Locations
200 South Biscayne Boulevard Suite 1100, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Miami | FL | 03/2016 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 05/2016 | Present |
*634478- Name TBD; Investment related: No; Miami, Florida; Pass-through Company for a Private Investment; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2025; During business hours: 0; After business hours: 8; Sole Proprietor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-22 |
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