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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-24 |
| FL | RA | APPROVED | 2024-02-21 |
Branch Locations
3801 Pga Boulevard Suite 700, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Baptist Chucrh Of West Palm Beach | West Palm Beach | FL | 06/2009 | 09/2016 |
| Morgan Stanley | Palm Beach Gardens | FL | 01/2014 | 01/2017 |
| Morgan Stanley | Palm Beach Gardens | FL | 10/2023 | Present |
| Chick-Fil-A | New York | NY | 02/2017 | 07/2019 |
| Chick-Fil-A | Stuart | FL | 08/2019 | 03/2020 |
| Chick-Fil-A | Ft. Pierce | FL | 03/2020 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2024 | Present |
Senior Director of Operations, Chick-fil-A. QSR - Restaurant Not investment related. 5560 Okeechobee Rd, Ft. Pierce, FL 34947 Start date - 03/2020 I plan to leave this business before I start with Morgan Stanley. *142775- Jessica Lorren Photography; Investment Related: Yes; Stuart, Florida; Art/Culture; Percentage Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 02/2024; During Business Hours: 0; After Business Hours: 1; I'm mostly passive in this business. Sometimes I help my wife load gear when she travels, and provide tech assistance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-22 |
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