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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-02-02 |
| FL | RA | APPROVED | 2016-10-17 |
Branch Locations
3825 Pga Boulevard Ste 601, Palm Beach Gardens, FL 33410 • United States
Plantation, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Ft Laurderdale | FL | 01/2010 | 10/2016 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 10/2016 |
| Wells Fargo Advisors Financial Network, Llc | Fort Lauderdale | FL | 10/2016 | Present |
PSI TECHNOLOGIES, INC, NOT INV RELATED, RIVIERA BEACH, FL, BACK OFFICE HELPER, START 1/8/2018, 20-50 HOURS PER MONTH/0 DURING TRADING, DUTIES: QUICKBOOKS, ACCOUNTS PAYABLE AND RECEIVABLE. BOSLINC CAPITAL, LLC; INVESTMENT RELATED; DAVIE,FL; 100% OWNERSHIP; START 1/1/2018; NUMBER OF HOURS PER MONTH 40; NUMBER OF HOURS DURING TRADING 40; OWNER OF FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-02 |
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