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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-05-10 |
| FL | RA | APPROVED | 2017-04-20 |
Branch Locations
1200 South Pine Island Road Suite 800, Plantation, FL 33324 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hsbc | Miami | FL | 03/2007 | 04/2017 |
| Morgan Stanley | Plantation | FL | 04/2017 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 04/2017 | Present |
*429936 - Cooper City Health; Investment related No; Cooper City, FL; Hospital/Healthcare; Employee, Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); April 2021; During business hours: 0; After business hours: 20; Administrative, Business Development/Growth.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 2012-02-17 |
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