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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-04-04 |
| FL | RA | APPROVED | 2021-08-30 |
| TX | RA | APPROVED | 2021-08-27 |
Branch Locations
2 North Tamiami Trail Suite 1100, Sarasota, FL 34236 • United States
4455 Dressler Road Suite 202, Canton, OH 44718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Akron | OH | 11/2011 | 03/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sarasota | FL | 03/2017 | 08/2021 |
| Morgan Stanley Smith Barney Llc | Sarasota | FL | 08/2021 | Present |
1. Kohl's Department Store 5205 University Parkway University Park FL 34201 Not investment related Retail Department Store Hard Lines and Soft Lines Departments 4/5/17 60 hours (15 hours per week) 0 hours during business security trading hours Replenishment of clothing on the floor 2. *454227 - Kohls; Investment related - No; Sarasota, Florida; Retail/Online Stores; Employee (proprietor, partner, officer, director, employee, trustee, agent); 03/2021; During business hours: 0; After business hours: 60; Customer Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-07-26 |
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