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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-03-28 |
| FL | RA | APPROVED | 2019-06-10 |
Branch Locations
19950 W Country Club Dr 9Th Fl, Aventura, FL 33180 • United States
Beech Mountain, NC • United States
Hollywood, FL • United States
2 disclosure categories 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 Llc | Aventura | FL | 06/2009 | 05/2019 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 05/2019 |
| Wells Fargo Clearing Services, Llc | Fort Lauderdale | FL | 05/2019 | Present |
1) B. DAVIS VENTURES LLC, INV RELATED, HOLLYWOOD, FL, 33.33% OWNERSHIP, START 9/1/2005, ZERO HOURS PER MONTH, ZERO DURING TRADING, HOLDS RAW LAND INVESTMENT. | SUSAN J DULMAN REVOCABLE TRUST; INVESTMENT RELATED; BILTMORE LAKES, NC; SUCCESSOR TRUSTEE; START DATE 8/1/25; 10 HOURS PER MONTH 0 DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 1984-02-03 |
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