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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-27 |
Branch Locations
250 Park Avenue South Suite 500, Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Winter Park | FL | 11/2013 | 01/2025 |
| Morgan Stanley Smith Barney Llc | Winter Park | FL | 01/2025 | Present |
Alaqua Lakes Community Association / Longwood, FL / Non-Investment Related / Member of Board of Directors / The HOA Board helps to make neighborhood decisions and members volunteer their time to better the community. / I will be the Secretary. My responsibilities will include keeping accurate records of meetings and helping with community communications and social events. / Start 13-May-2023 / 0 hours devoted monthly.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-28 |
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