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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-06-30 |
| TX | RA | APPROVED_RES | 2014-09-26 |
| PA | RA | APPROVED | 2014-09-23 |
Branch Locations
8889 Pelican Bay Boulevard Suite 300, Naples, FL 34108 • United States
2 North Tamiami Trail Suite 1100, Sarasota, FL 34236 • United States
1401 Manatee Avenue West Suite 1110, Bradenton, FL 34205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Wyomissing | PA | 09/2014 | 06/2017 |
| Morgan Stanley | Naples | FL | 06/2017 | Present |
| Morgan Stanley | Sarasota | FL | 06/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-29 |
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