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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-16 |
| FL | RA | APPROVED | 2015-07-31 |
| NJ | RA | APPROVED | 2014-11-05 |
| TX | RA | APPROVED_RES | 2014-04-03 |
Branch Locations
595 South Federal Highway Suite 400, Boca Raton, FL 33432 • 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 Llc | Boca Raton | FL | 08/2013 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
1. Jamanda Holding LLC; Real Estate; Investment related; BOCA RATON, FL; Owner; 09/2016; 0,0 2. *520882 - Mountain Ridge Country Club; Investment related: No; West Caldwell, New Jersey; Recreation; Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 10/2021; During business hours: 0; After business hours: 1; Other 3. *531067 -Royal Palm Yacht and Country Club; Investment related -No; Boca raton, Florida; Sports, Social and Recreational; Financial Committee, Board Member (proprietor, partner, officer, director, employee, trustee, agent); 11/2022 ; During business hours:1; After business hours: 0; Member of the finance commitee. Our role is to make recommendations to the board about the financial components of the country club. We will not be allocating money, investing money or making any financial decisions for the club. We are simply an advisory committee.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 1984-10-05 |
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