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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-08-11 |
| TX | RA | APPROVED | 2020-06-30 |
Branch Locations
7811 University Pointe Drive Suite 100, Fort Myers, FL 33907 • United States
595 South Federal Highway Suite 400, Boca Raton, FL 33432 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Fort Lauderdale | FL | 02/2016 | 12/2019 |
| Morgan Stanley Smith Barney Llc | Boca Raton | FL | 12/2019 | Present |
1. *450585- Amazon Kindle Direct Publishing (KDP) ; Investment related No; Seattle, Washington; Publishing; Other (proprietor, partner, officer, director, employee, trustee, agent); 10/2021; During business hours: 0; After business hours: 6 ; independent writer/creator *632818- REROOM ORGANIZING LLC; Investment related: Yes; Miami, Florida; Professional Organizing for Professionals and Families in the SWFL area; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 03/2025; During business hours: 0; After business hours: 25; Administrative, Accounting/Bookkeeping, Business Development/Growth, Check Signing/Funds Disbursements, Customer Service, Labor/Service, Referrals, Sales/Marketing
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-12 |
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