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5700 West 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-10-21 |
| TX | RA | APPROVED | 2020-10-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Winter Park | FL | 06/2009 | 10/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 10/2020 |
| Mariner Platform Solutions | Orlando | FL | 10/2020 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | 10/2020 |
| Pace Wealth Advisors | Orlando | FL | 10/2020 | Present |
GOVERNMENT / MUNICIPALITY / POLITICAL;CITY OF ORLANDO - CITY VENUES OVERSIGHT COMMITTEE ;AS OF 07/2014;COMMITTEE MEMBER;DURING BUSINESS HOURS .5;AFTER BUSINESS HOURS 1. Central Florida Foundation; Investment related-No; Orlando, Florida; Civic/Community; Board Member (proprietor, partner, officer, director, employee, trustee, agent); May 2020 ; During business hours: 5; Investment Decisions/Advice. PACE WEALTH ADVISORS; FOUNDER; OFFERING INVESTMENT ADVISORY SERVICES THROUGH MARINER PLATFORM SOLUTIONS; START DATE 010/2020; 160 HRS/MONTH AND DURING SECURITIES TRADING HOURS. Non-variable Insurance - Providing different insurance services to clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-21 |
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