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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-12-22 |
| FL | RA | APPROVED | 2014-07-03 |
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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Miami | FL | 05/2013 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
(1) 597859 - Miami-Dade Democratic Hispanic Caucus / Not Investment Related / Coral Gables, FL / Political Office / Elections Committeewomen / Start 13-June-2024 / During business hours: 0 / After business hours: 6 / Reach out to Spanish voters to elect local officials. (2) 626108 - Brickell 1117 LLC / Not Investment Related / Miami, FL / Real Estate / Authorized Representative of an LLC that will be linked to brother's revocable trust / Start 05-March-2025 / During business hours: 0 / After business hours: 0 / Administrative. (3) 628732 - Miramar 1019 LLC / Investment Related / Miramar, FL / Real Estate / Authorized Representative / Start 05-March-2025 / During business hours: 0 /; After business hours: 1 / Administrative / 1% membership into LLC as advised by RE attorney in order to perfect the liability protection on all 5 LLCs. (4) 628735 - 3420 Percival LLC / Not Investment Related / Coconut Grove, FL / Start 05-March-2025 / During business hours: 0 /; After business hours: 1 / Administrative / 1% membership into LLC as advised by RE attorney in order to perfect the liability protection on all 5 LLCs. (5) 628739 - 3430 Percival LLC / Not Investment Related / Coconut Grove, FL / Start 05-March-2025 / During business hours: 0 /; After business hours: 1 / Administrative / 1% membership into LLC as advised by RE attorney in order to perfect the liability protection on all 5 LLCs. (6) 628742 - Celeste 2335 LLC / Not Investment Related / Coconut Grove, FL / Start 05-March-2025 / During business hours: 0 /; After business hours: 1 / Administrative / 1% membership into LLC as advised by RE attorney in order to perfect the liability protection on all 5 LLCs. (7) 659259 - CasaFortuna 2709 LLC / Not Investment Related / Miami, FL / Rental Property / 1% member without economic benefit / Start 27-June-2025 / During business hours: 1 / After business hours: 0 / Help bind liability protection. Will continue to manage account of this LLC at MS. (8) 696802 - Building Dreams Foundation / Investment Related / El Doral, FL / Non-Profit, Children, Youth / Board Member / Start 15-June-2026 / During business hours: 0 / After business hours: 2 / Administrative.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-02 |
| S66 | Uniform Combined State Law Examination | 2011-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 1988-08-04 |
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