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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-06-23
FL RA APPROVED 2023-03-06
TX RA APPROVED 2023-03-03
  • NY RA
    APPROVED
    Since 2023-06-23
  • FL RA
    APPROVED
    Since 2023-03-06
  • TX RA
    APPROVED
    Since 2023-03-03

Branch Locations

20807 Biscayne Boulevard 5Th&6Th Floor, Aventura, FL 33180 • United States

399 Park Avenue 12Th Floor, New York, NY 10022 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Property Force Hallandale Beach FL 06/2016 10/2016
New York Life New York NY 01/2017 05/2017
New York Life Sleepy Hollow NY 06/2017 08/2018
Fred Alger & Company, Incorporated New York NY 09/2018 01/2020
Janney Montgomery Scott Llc Fort Lauderdale FL 01/2020 03/2023
Morgan Stanley Smith Barney Llc Aventura FL 03/2023 Present
Morgan Stanley Private Bank, N.A New York NY 04/2023 Present
  • 06/2016 → 10/2016
    Property Force
    Hallandale Beach, FL
  • 01/2017 → 05/2017
    New York Life
    New York, NY
  • 06/2017 → 08/2018
    New York Life
    Sleepy Hollow, NY
  • 09/2018 → 01/2020
    Fred Alger & Company, Incorporated
    New York, NY
  • 01/2020 → 03/2023
    Fort Lauderdale, FL
  • 03/2023 → Present
    Morgan Stanley Smith Barney Llc
    Aventura, FL
  • 04/2023 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Other Businesses

*675183 - JKAMM LLC; Investment related: Yes; Boca Raton, Florida; Real Estate; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 1/2026; During business hours: 0; After business hours: 1; Business Development/Growth

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-01-13
S63 Uniform Securities Agent State Law Examination 2017-12-01
  • S66 Uniform Combined State Law Examination
    2020-01-13
  • S63 Uniform Securities Agent State Law Examination
    2017-12-01

View on SEC IAPD

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