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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-02-09 |
| MO | RA | APPROVED | 2021-02-02 |
| TX | RA | APPROVED | 2021-02-01 |
Branch Locations
309 Se Osceola Street Suite 207/208, Stuart, FL 34994 • United States
Vero Beach, 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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | St. Louis | MO | 04/2012 | 01/2021 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 01/2021 |
| Janney Montgomery Scott Llc | Stuart | FL | 02/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 1986-02-12 |
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