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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-07 |
| TX | RA | APPROVED_RES | 2026-01-06 |
Branch Locations
8889 Pelican Bay Boulevard Suite 300, Naples, FL 34108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank | Naples | FL | 10/2012 | 05/2022 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 10/2012 | 05/2022 |
| Suntrust Advisory Services | Atlanta | GA | 08/2016 | 05/2022 |
| J.P. Morgan Securities Llc | Naples | FL | 05/2022 | 01/2026 |
| J.P. Morgan Chase Bank, N.A. | Naples | FL | 05/2022 | 01/2026 |
| 5Diamond Events | Naples | FL | 02/2024 | Present |
| Morgan Stanley Smith Barney Llc | Naples | FL | 01/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2026 | Present |
*675594 - 5Diamond Events LLC; Investment related: No; Naples, Florida; Event Planning Company; Partner (proprietor, partner, officer, director, employee, trustee, agent); 02/2024; During business hours: 0; After business hours: 15; Investor- finacially funded the company
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 2003-02-14 |
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