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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-07 |
| FL | RA | APPROVED | 2024-12-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Btg Pactual Us Asset Management Llc | New York | NY | 05/2013 | 12/2016 |
| Btg Pactual Us Capital, Llc | Miami | FL | 01/2017 | 05/2022 |
| Btg Pactual Us Capital, Llc | Miami | FL | 05/2022 | 09/2024 |
| Morgan Stanley Smith Barney Llc | Miami | FL | 12/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-29 |
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