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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-12 |
| FL | RA | APPROVED | 2024-12-17 |
Branch Locations
595 South Federal Highway Suite 400, Boca Raton, FL 33432 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brickell Bank | Miami | FL | 07/2015 | 06/2020 |
| Brickell Global Markets, Inc. | Miami | FL | 07/2015 | 06/2020 |
| Brickell Global Advisory, Inc. | Miami | FL | 07/2015 | 05/2020 |
| Brickell Global Insurance, Inc | Miami | FL | 11/2015 | 06/2020 |
| Conscientia Family Office | Miami | FL | 07/2020 | 11/2024 |
| Morgan Stanley | Boca Raton | FL | 12/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2026 | Present |
*619935- Palm Beach Atlantic Heritage Committee; Investment related-No; West Palm Beach, Florida; Non-Profit/Charitable; Committee member (proprietor, partner, officer, director, employee, trustee, agent); 11/2024; During business hours: 2; After business hours: 3; Fundraising 626102 - CamDex LLC; Investment Related - Yes; Palm Beach Gardens, Florida; Other; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 06/2020; During Business Hours: 0; After Business Hours: 0; Administrative.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-03-08 |
| S66 | Uniform Combined State Law Examination | 2012-04-28 |
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