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Account
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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-20 |
| TX | RA | APPROVED | 2025-10-17 |
Branch Locations
4855 Technology Way Suite 600, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Northbrook | IL | 05/2014 | 05/2017 |
| Jpmorgan Chase Bank Na | Northbrook | IL | 04/2014 | 05/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boca Raton | FL | 05/2017 | 10/2025 |
| Bank Of America, N.A. | Boca Raton | FL | 07/2017 | 10/2025 |
| Morgan Stanley Smith Barney Llc | Boca Raton | FL | 10/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2025 | Present |
(1) C&J Designs LLC / Not Investment-Related / Boca Raton, FL / LLC / Family Held / Start 01-February-2020 / 4 hours devoted monthly / 0 during trading / Assist wife in her business, financials. (2) Old Briar LLC / Not Investment Related / Chicago, IL / LLC / Owner / Start 27-October-2023 / 0 hours / Family Holding Company.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-17 |
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