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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-06-02 |
| FL | RA | APPROVED | 2023-04-06 |
| TX | RA | APPROVED | 2023-04-05 |
Branch Locations
200 South Biscayne Boulevard, Suite 1100 Pwm - Latin America, Miami, FL 33131 • 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. | Los Angeles | CA | 10/2010 | 09/2018 |
| First Republic Investment Management, Inc. | Palm Beach | FL | 09/2018 | 04/2023 |
| First Republic Securities Company, Llc | Palm Beach | FL | 09/2018 | 04/2023 |
| Morgan Stanley Smith Barney Llc | Miami | FL | 04/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2023 | Present |
*573511- Rental Property; Investment Related - Yes; Miami, Florida; Rental Property; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 03/2021; During Business Hours: 0; After Business Hours: 2; owner *608406 - Matilda SHL,LLC; Investment related Yes; miami, Florida; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 07/2024; During business hours: 0; After business hours: 1; Property Management *641965- 2585 Aspen Springs Dr; Investment related-Yes; Park City, Utah; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 10/2024; During business hours: 0; After business hours: 1; Property Management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-30 |
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