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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-12 |
| TX | RA | APPROVED_RES | 2025-08-01 |
Branch Locations
777 South Flagler Drive Suite 700E, West Palm Beach, FL 33401 • 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 | Palm Beach Gardens | FL | 12/2021 | 04/2023 |
| Jpmorgan Chase Bank, N.A. | Palm Beach Gardens | FL | 12/2021 | 04/2023 |
| City Of Palm Beach Gardens | Palm Beach Gardens | FL | 10/2021 | 10/2021 |
| The Lane Spa | Palm Beach Gardens | FL | 04/2019 | 03/2020 |
| The Lane Spa | Palm Beach Gardens | FL | 11/2020 | 09/2021 |
| Frenchmans Creek | Palm Beach Gardens | FL | 11/2019 | 03/2020 |
| Trump National Jupiter Golf Club | Jupiter | FL | 04/2016 | 04/2019 |
| Unemployed | Palm Beach Gardens | DE | 04/2020 | 10/2020 |
| Unemployed | Palm Beach Gardens | FL | 11/2021 | 11/2021 |
| Unemployed | Palm Beach Gardens | FL | 05/2023 | 10/2024 |
| Lri Investments, Llc Dba Lindberg & Ripple | Palm Beach Gardens | FL | 11/2024 | 04/2025 |
| M Holdings Securities, Inc. | Portland | OR | 11/2024 | 04/2025 |
| Morgan Stanley | West Palm Beach | FL | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-11 |
| S65 | Uniform Investment Adviser Law Examination | 1995-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-13 |
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