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15350 N. Florida Ave., Tampa, FL 33613 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-26 |
Branch Locations
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 |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Atlanta | GA | 12/2016 | 04/2018 |
| Mml Investors Services, Llc | Atlanta | GA | 12/2016 | 04/2018 |
| Emory Healthcare | Atlanta | GA | 01/2010 | 12/2016 |
| Morgan Stanley Smith Barney Llc | Atlanta | GA | 04/2018 | 02/2026 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 04/2018 | 02/2026 |
| Jaffe Tilchin Investment Partners | Tampa | FL | 03/2026 | Present |
| Unemployed | Atlanta | GA | 02/2026 | 03/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-13 |
| S65 | Uniform Investment Adviser Law Examination | 2006-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-20 |
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