Best Investors Account Sign in
Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-01-10
TX RA APPROVED_RES 2022-01-10
  • FL RA
    APPROVED
    Since 2022-01-10
  • TX RA
    APPROVED_RES
    Since 2022-01-10

Branch Locations

595 South Federal Highway Suite 400, Boca Raton, FL 33432 • United States

Parkland, FL • 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 No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 09/2011 → 01/2022
    Citibank, N.A.
    Miami, FL
  • 01/2022 → Present
    Morgan Stanley Smith Barney Llc
    Boca Raton, FL
  • 03/2022 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-05-04
  • S66 Uniform Combined State Law Examination
    2013-05-04
Other Names
  • Eduardo Valadao

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Boca Raton, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor