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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-03-21 |
| TX | RA | APPROVED_RES | 2022-03-18 |
Branch Locations
350 East Las Olas Boulevard Suite 1500, Fort Lauderdale, FL 33301 • 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. | Fort Lauderdale | FL | 01/2014 | 03/2022 |
| Morgan Stanley Smith Barney Llc | Fort Lauderdale | FL | 03/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2022 | Present |
*493778 : Trust; Investment related : Yes; Fort Lauderdale; Florida; Trust; Trustee/Co-Trustee; 07/2021; During business hours: 0; After business hours: 2
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 1987-08-03 |
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