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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-01-10 |
| TX | RA | APPROVED_RES | 2022-01-10 |
Branch Locations
595 South Federal Highway Suite 400, Boca Raton, FL 33432 • United States
Parkland, FL • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citibank, N.A. | Miami | FL | 09/2011 | 01/2022 |
| Morgan Stanley Smith Barney Llc | Boca Raton | FL | 01/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2022 | Present |
Rental Property - Deerfield Beach, FL; Investment-related; Affiliation started 11/2014; Title: Property Owner; Duties: Manage property No time is devoted to the rental each month during securities trading hours; 2 hours are devoted to the rental each month outside of securities trading hours. ///// Rental Property - Coconut Creek, FL; Investment-related; Affiliation started 01/01/2019; Title: Property Owner; Duties: Collect rent; No time is devoted to the rental each month during securities trading hours; 2 hours are devoted to the rental each month outside of securities trading hours. *475713- Rental Property; Investment related Yes; Coconut Creek, Florida; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 11/2014; During business hours: 0; After business hours: 2; Property Management *475725- Rental Property; Investment related Yes; Deerfield Beach, Florida; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 04/2012; During business hours: 0; After business hours: 2; Property Management *568850 - Triumph Sports Foundation; Investment related-No; WILMINGTON, Maryland; Children/Youth, Sports; Board Member, CFO (proprietor, partner, officer, director, employee, trustee, agent); 10/2023; During business hours: 0; After business hours: 2; Business Development/Growth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-04 |
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