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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-29 |
| CT | RA | APPROVED | 2022-06-10 |
| TX | RA | APPROVED | 2022-06-10 |
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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Boston | MA | 12/2014 | 06/2022 |
| Jpmorgan Chase Bank, N.A. | Boston | MA | 12/2014 | 06/2022 |
| Morgan Stanley Smith Barney Llc | Marco Island | FL | 06/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 1988-10-26 |
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