Best Investors Account Sign in
Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-06-03
FL RA APPROVED 2021-07-12
NC RA APPROVED 2020-12-09
  • TX RA
    APPROVED
    Since 2022-06-03
  • FL RA
    APPROVED
    Since 2021-07-12
  • NC RA
    APPROVED
    Since 2020-12-09

Branch Locations

777 South Flagler Drive Suite 700E, West Palm Beach, FL 33401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Llc West Palm Beach FL 06/2014 Present
  • 06/2014 → Present
    Morgan Stanley Smith Barney Llc
    West Palm Beach, FL
Other Businesses

*526949 - Real Estate; Investment related: Yes; Winston Salem, North Carolina; Real Estate; (proprietor, partner, officer, director, employee, trustee, agent); 05/2022; During business hours: 0; After business hours: 0; Property Management *525895 - Real Estate; Investment related: Yes; Winston Salem, North Carolina; Real Estate; (proprietor, partner, officer, director, employee, trustee, agent); 05/2022; During business hours: 0; After business hours: 0; Property Management *526946 - Real Estate; Investment related: Yes; Winston Salem, North Carolina; Real Estate; (proprietor, partner, officer, director, employee, trustee, agent); 05/2022; During business hours: 0; After business hours: 0; Property Management *526947 - Real Estate; Investment related: Yes; Winston Salem, North Carolina; Real Estate; (proprietor, partner, officer, director, employee, trustee, agent); 05/2022; During business hours: 0; After business hours: 0; Property Management *526950 - Real Estate; Investment related: Yes; Winston Salem, North Carolina; Real Estate; (proprietor, partner, officer, director, employee, trustee, agent); 05/2022; During business hours: 0; After business hours: 0; Property Management *526951 - Real Estate; Investment related: Yes; Winston Salem, North Carolina; Real Estate; (proprietor, partner, officer, director, employee, trustee, agent); 05/2022; During business hours: 0; After business hours: 0; Property Management *524862 - CAP Properties 1, LLC; Investment related: Yes; Winston Salem, North Carolina; Real Estate, Rental Property; Spouse to Investor (proprietor, partner, officer, director, employee, trustee, agent); 11/2022; During business hours: 0; After business hours: 0; Property Management

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-08
  • S66 Uniform Combined State Law Examination
    2020-12-08
Other Names
  • Hannah Rose Kaitz

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in West Palm Beach, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor