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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_RES | 2020-08-28 |
| FL | RA | APPROVED | 2020-06-08 |
Branch Locations
1 Independent Dr 24Th Fl, Jacksonville, FL 32202 • 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 | Blue Bell | PA | 02/2012 | 09/2017 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 06/2020 |
| Morgan Stanley | Pocono Pines | FL | 09/2014 | 02/2018 |
| Morgan Stanley | Ponte Vedra Beach | FL | 09/2017 | 06/2020 |
| Wells Fargo Clearing Services, Llc. | Jacksonville | FL | 06/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-21 |
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