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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-08-09 |
| TX | RA | APPROVED | 2021-08-06 |
Branch Locations
928 North Collier Boulevard 3Rd Floor, Marco Island, FL 34145 • United States
8889 Pelican Bay Boulevard Suite 300, Naples, FL 34108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third | Naples | FL | 03/2010 | 08/2021 |
| Fifth Third Securities | Naples | FL | 03/2010 | 08/2021 |
| Morgan Stanley Smith Barney Llc | Naples | FL | 08/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2021 | Present |
Salad Da Mana, LLC DBA Brooks Burgers - Naples, FL - restaurant - co-owner - nominal hrs/mo (0 during mkt hrs) - not investment related - will not interfere with duties at firm *457796- Midland insurance business; Investment related No; naples, Florida; Insurance; Other (proprietor, partner, officer, director, employee, trustee, agent); 09/2021; During business hours: 1; After business hours: 0;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-07 |
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