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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-04-03 |
| FL | RA | APPROVED | 2020-09-21 |
Branch Locations
777 South Flagler Drive Suite 700E, West Palm Beach, FL 33401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Red Bank | NJ | 04/2011 | 09/2020 |
| Morgan Stanley Smith Barney Llc | West Palm Beach | FL | 09/2020 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2020 | Present |
765 DAKOTA LLC / 500 OCEAN DRIVE UNIT W-8A JUNO BEACH,FLORIDA 33408 / OTHER/ REAL ESTATE / RENTAL PROPERTIES / OTHER / 100% OWNER & DECISION MAKER OF LLC / OWNER/MANAGER OF LLC / START DATE 11/1/2012
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 1986-02-19 |
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