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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-07-30 |
| FL | RA | APPROVED | 2021-05-13 |
Branch Locations
350 East Las Olas Boulevard Suite 1500, Fort Lauderdale, FL 33301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock | Miami Lakes | FL | 02/2015 | 09/2016 |
| Voya Financial Partners, Llc | Miami Lakes | FL | 10/2016 | 03/2021 |
| Voya | Miami Lakes | FL | 10/2016 | 03/2021 |
| Morgan Stanley Smith Barney Llc | Fort Lauderdale | FL | 04/2021 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 04/2021 | Present |
(1) DISTRIGLOBAL USA INC.; NOT INVESTMENT RELATED; WESTON, FL; BUSINESS ACCOUNT (BROKERAGE ACCOUNT); VICE-PRESIDENT; START JUNE 2024; 0 HOURS; ACCOUNT AUTHORIZED SIGNOR. (2) 585666 - Rental Property; Investment Related; Greenville, NC; Real Estate; Sole Proprietor/Owner; Start February 2024; During Business Hours: 0; After Business Hours: 0; Property Management. (3) 670045 - Rental Property; Investment Related; Greenville, NC; Rental Property; Sole Proprietor/Owner; Start November 2024; During business hours: 0; After business hours: 0; property owner.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-23 |
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