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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-16 |
| FL | RA | APPROVED | 2020-05-26 |
| TX | RA | APPROVED | 2020-05-07 |
Branch Locations
20807 Biscayne Boulevard 5Th&6Th Floor, Aventura, FL 33180 • United States
Two Jericho Plaza, Jericho, NY 11753 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Mellville | NY | 12/2008 | 05/2020 |
| Morgan Staney Smith Barney Llc | Jericho | NY | 05/2020 | Present |
| Morgan Staney Smith Barney Llc | Aventura | FL | 05/2020 | 04/2025 |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 1987-09-08 |
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