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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VI | RA | APPROVED | 2026-06-03 |
| TX | RA | APPROVED_RES | 2019-01-10 |
| FL | RA | APPROVED | 2019-01-08 |
Branch Locations
2301 Se Monterey Rd, Stuart, FL 34996 • United States
5143 Palm Psge Charlotte Amalie, Charlotte Amalie, VI 00802 • United States
15 2Nd St / 15 Calle 2, Guaynabo, PR 00968 • United States
9128 Strada Pl, Naples, FL 34108 • United States
Port Charlotte, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Fort Myers | FL | 01/2008 | 07/2017 |
| Raymond James Financial Services,Inc | Ft Myers | FL | 07/2017 | 11/2018 |
| Raymond James Financial Services Advisors Inc. | Fort Myers | FL | 07/2017 | 11/2018 |
| Weinstein Wilkes Financial Group | Fort Myers | FL | 07/2017 | 11/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Punta Gorda | FL | 12/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-17 |
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