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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-19 |
| TX | RA | APPROVED_RES | 2025-02-18 |
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 |
|---|---|---|---|---|
| Ladenburg Thalmann & Co. Inc. | Miami | FL | 05/2007 | 05/2021 |
| Morgan Stanley | Fort Lauderdale | FL | 02/2025 | Present |
| Truist Investment Services, Inc. | Fort Lauderdale | FL | 05/2021 | 02/2022 |
| Madison Avenue Securities | San Diego | CA | 02/2022 | 12/2023 |
| Global Wealth Management Investment Advisory, Inc. | Fort Lauderdale | FL | 02/2022 | 01/2025 |
| Madison Avenue Securities | San Diego | CA | 01/2025 | 01/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2005-02-14 |
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