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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-23 |
| FL | RA | APPROVED | 2009-06-01 |
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 |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Boca Raton | FL | 08/1990 | Present |
| Morgan Stanley Smith Barney | Boca Raton | FL | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*430268- Episcopal Diocese of SE Florida; Investment related No; Miami, Florida; Charitable; Advisory Board/Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); May 2021; During business hours: 1; After business hours 1; Business Development/Growth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 1988-03-04 |
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