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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-14 |
| TX | RA | APPROVED | 2025-10-06 |
Branch Locations
440 Royal Palm Way Suite 303, Palm Beach, FL 33480 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Chase Bank, N.A. | Fort Lauderdale | FL | 10/2017 | 10/2025 |
| J.P. Morgan Securities Llc | Fort Lauderdale | FL | 10/2017 | 10/2025 |
| Eagle Home Mortgage | Clearwater | FL | 06/2016 | 10/2017 |
| Morgan Stanley Smith Barney Llc | Palm Beach | FL | 10/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2025 | Present |
*683606- Long Dog Investments LLC; Investment related: Yes; Oakland Park, Florida; Investment/Finance/Banking; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 03/2026; During business hours: 0; After business hours: 0; Other - no role, just an investment entity
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-21 |
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