Juan Ocanas

Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2020-04-08
FL	RA	APPROVED	2014-01-16

TX RA
APPROVED_RES

Since 2020-04-08
FL RA
APPROVED

Since 2014-01-16

Branch Locations

8889 Pelican Bay Boulevard Suite 300, Naples, FL 34108 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley Wealth Management	Orlando	FL	01/2014	Present
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	Present

01/2014 → Present

Morgan Stanley Wealth Management

Orlando, FL
01/2015 → Present

Morgan Stanley Private Bank, National Association

New York, NY

Previous Registrations

2011-02-11 → 2014-01-08

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Austin, TX

Orlando, FL

Orlando, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-02-07

S66 Uniform Combined State Law Examination

2011-02-07

View on SEC IAPD

Current Employers

Morgan Stanley

Disclosures

Employment History

Previous Registrations

Exams

Other Firms

Other Investors

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