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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-12 |
| FL | RA | APPROVED | 2022-09-06 |
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 |
|---|---|---|---|---|
| Jp Morgan Chase Bank | Naples | FL | 02/2013 | 09/2022 |
| Jp Morgan Chase Bank Llc | Naples | FL | 02/2013 | 09/2022 |
| Morgan Stanley Smith Barney Llc | Naples | FL | 09/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2008-10-09 |
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