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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-30 |
| TX | RA | APPROVED | 2026-03-26 |
Branch Locations
Boca Raton, FL • United States
450 N Federal Hwy Suite 200 / 300, Ft. Lauderdale, FL 33301-1122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Ft. Lauderdale | FL | 10/2022 | Present |
| Morgan Stanley | Ft. Lauderdale | FL | 08/2016 | 10/2016 |
| Morgan Stanley Private Bank, National Association | New York | NY | 08/2017 | 12/2025 |
| Morgan Stanley | Boca Raton | FL | 05/2017 | 02/2019 |
| Tory Burch | Sunrise | FL | 12/2016 | 05/2017 |
| Dean Witter Reynolds Inc. | Princeton | NJ | 07/1997 | 02/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-16 |
| S65 | Uniform Investment Adviser Law Examination | 2001-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-28 |
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