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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-03-09 |
| TX | RA | APPROVED | 2020-02-28 |
Branch Locations
450 Royal Palm Way 5Th Floor, Palm Beach, FL 33480 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Palm Beach Gardens | FL | 09/2014 | 02/2020 |
| J.P. Morgan Securities Llc | Palm Beach Gardens | FL | 08/2014 | 02/2020 |
| Morgan Stanley Smith Barney Llc | Palm Beach Island | FL | 02/2020 | Present |
1. *395042 - Trust; Investment related Yes; New York, NY; Feb 2006; During business hours: 0; After business hours: 1. 2. *409852 - Estate; Investment related -Yes; WELLINGTON, Florida; ESTATE ADMINISTRATOR; 08/2020; During business hours: 1; After business hours: 0;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 1984-03-15 |
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