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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-15 |
| FL | RA | APPROVED | 2025-08-08 |
Branch Locations
50 North Laura Street Suite 2000, Jacksonville, FL 32202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Provenance Wealth Advisors | Fort Lauderdale | FL | 01/2012 | 07/2017 |
| Raymond James Financial Services | Ft. Lauderdale | FL | 08/2013 | 08/2023 |
| Pwa Securities, Llc | Ft. Lauderdale | FL | 08/2023 | 12/2023 |
| Morgan Stanley | Jacksonville | FL | 11/2024 | Present |
| Unemployed | Sarasota | FL | 12/2023 | 11/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-01 |
| S66 | Uniform Combined State Law Examination | 2004-09-30 |
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