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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-07-31 |
| NJ | RA | APPROVED | 2020-11-04 |
| TX | RA | APPROVED_RES | 2020-10-23 |
Branch Locations
928 North Collier Boulevard 3Rd Floor, Marco Island, FL 34145 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Floham Park | NJ | 02/2001 | 10/2020 |
| Bank Of America, N.A. | Florham Park | NJ | 04/2011 | 10/2020 |
| Morgan Stanley Smith Barney Llc | Marco Island | FL | 10/2020 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2020 | Present |
*658147- Restaurant/Bar/Nightclub; Investment related: No; Cedar Grove, New Jersey; Restaurant/Bar/Nightclub; Member (proprietor, partner, officer, director, employee, trustee, agent); 07/2019; During business hours: 0; After business hours: 0; Passive investor owner of Liquor license
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 1987-03-26 |
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