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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-07-29 |
| FL | RA | APPROVED | 2021-10-19 |
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED_RES | 2020-05-18 |
Branch Locations
Spring Lake, NJ • United States
200 S. Biscayne Blvd., Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Miami | FL | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
Rental Property; Spring Lake, NJ ; Investment related; Sole Proprietor / Owner / Partner; Landlord; 01/2017; 0,0 *600609 - 1403 Miami LLC; Investment Related - Yes; Miami, Florida; Real Estate; Managing Member (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 04/2022; During Business Hours: 0; After Business Hours: 1; Landlord. *645948- Itsnotahobby LLC; Investment related: Yes; Miami, Florida; Real Estate:pay for boat slip; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 01/2014; During business hours: 1; After business hours: 0; pay for boat slip
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-28 |
| S66 | Uniform Combined State Law Examination | 2003-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 1982-02-25 |
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