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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-05 |
| TX | RA | APPROVED_RES | 2023-09-05 |
Branch Locations
1200 South Pine Island Road Suite 800, Plantation, FL 33324 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Beverly Hills | CA | 12/2015 | 03/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2016 | 03/2017 |
| Tiaa-Cref Individual & Institutional Services, Llc | Los Angeles | CA | 03/2017 | 11/2019 |
| Tiaa | Los Angeles | CA | 03/2017 | 11/2019 |
| Ep Wealth Advisors | Torrance | CA | 12/2019 | 01/2021 |
| E*Trade Securities Llc | Ft. Lauderdale | FL | 04/2021 | 03/2022 |
| E*Trade Capital Management Llc | Ft. Lauderdale | FL | 04/2021 | 03/2022 |
| E*Trade Capital Management Llc | Plantation | FL | 03/2022 | Present |
| E*Trade Securities Llc | Plantation | FL | 03/2022 | Present |
| Morgan Stanley | Plantation | FL | 01/2023 | Present |
| Morgan Stanley | Plantation | FL | 09/2023 | Present |
| Morgan Stanley | Plantation | FL | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-30 |
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