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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-02-18 |
Branch Locations
11780 U.S. Highway 1 Suite N101, North Palm Beach, FL 33408 • United States
Clearwater, FL • 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 | West Palm Beach | FL | 06/2009 | 02/2022 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 02/2022 |
| Oppenheimer & Co., Inc. | North Palm Beach | FL | 02/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 1985-07-24 |
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