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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-08-21 |
| TX | RA | APPROVED_RES | 2023-08-21 |
Branch Locations
850 South Palafox Street Suite 200, Pensacola, FL 32502 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pensacola | FL | 05/1996 | 08/2023 |
| Bank Of America, N.A. | Pensacola | FL | 12/2009 | 08/2023 |
| Morgan Stanley Smith Barney Llc | Pensacola | FL | 08/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2023 | Present |
*633268 - Gulf Breeze High School; Investment Related - No; Gulf Breeze, Florida; Education; volleyball coach (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 06/2025; During Business Hours: 0; After Business Hours: 20; coaching a volleyball team.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-06 |
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