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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-27 |
| CA | RA | APPROVED | 2020-05-22 |
| TX | RA | APPROVED_RES | 2020-05-22 |
Branch Locations
Fort Lauderdale, FL • United States
6781 N Palm Ave Ste 201, Fresno, CA 93704 • United States
350 E Las Olas Blvd 19Th Fl, Fort Lauderdale, FL 33301 • 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 |
|---|---|---|---|---|
| Morgan Stanley | Fresno | CA | 05/2013 | 05/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 05/2020 |
| Wells Fargo Clearing Services, Llc | Fresno | CA | 05/2020 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
RENTAL PROPERTY VIA AIRBNB, INVT RELATED, FRESNO, CA, 100% OWNERSHIP, START DATE 1/23/2023, 10 HRS PER MONTH, 1 HR DURING TRADING, RENTING OUT ROOM OR HOUSE VIA AIRBNB. ENE INCORPORATED, DBA EAGLE N EXILE, NOT INVT RELATED, FORT LAUDERDAULE, FL, 49% OWNERSHIP, START DATE 4/22/2024, 10 HRS PER MONTH, 0 HRS DURING TRADING, PARTIAL OWNER OF A BAR. FLORIDA FADEZ BARBERSHOP INC, NOT INVT RELATED, FORT LAUDERDALE, FL, 70% OWNERSHIP WITH SPOUSE, START DATE 4/24/2024, 5 HRS PER MONTH, 0 HRS DURING TRADING, BARBER SHOP.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-23 |
| S66 | Uniform Combined State Law Examination | 2001-12-10 |
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