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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-29 |
| TX | RA | APPROVED_RES | 2026-05-29 |
Branch Locations
729 South West Federal Highway Suite 300, Stuart, FL 34994 • United States
Port Saint Lucie, FL • 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. | Stuart | FL | 07/2011 | 05/2026 |
| Morgan Stanley Smith Barney Llc | Stuart | FL | 05/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-10-19 |
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