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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-22 |
| FL | RA | APPROVED | 2022-12-21 |
| NY | RA | APPROVED | 2021-06-16 |
| CT | RA | APPROVED | 2020-11-11 |
Branch Locations
4855 Technology Way Suite 600, Boca Raton, FL 33431 • 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 |
|---|---|---|---|---|
| Ftg Services Inc | Smithtown | NY | 02/2015 | 12/2018 |
| Northwestern Mutual Investment Services Llc | New York | NY | 12/2015 | 07/2018 |
| Ads Agency, Llc (Northwestern Mutual - Park Avenue) | New York | NY | 11/2015 | 07/2018 |
| Northwestern Mutual Wealth Management | Milwaukee | WI | 02/2016 | 07/2018 |
| Tiaa | New York | NY | 08/2018 | 11/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | New York | NY | 08/2018 | 11/2020 |
| Morgan Stanley | Boca Raton | FL | 11/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-22 |
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