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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-27 |
| FL | RA | APPROVED | 2024-06-11 |
Branch Locations
4114 Woodlands Parkway Suite 200, Palm Harbor, FL 34685 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blackrock | Princeton | NJ | 08/2014 | 08/2019 |
| Blackrock Investments, Llc | Princeton | NJ | 09/2014 | 08/2019 |
| Morgan Stanley Smith Barney Llc | Palm Harbor | FL | 03/2024 | 06/2024 |
| Trellis | Kelowna | 01/2021 | 07/2021 | |
| Electric Ai | Dunedin | FL | 07/2021 | 11/2023 |
| Bayes Business School | London | 08/2019 | 10/2020 | |
| Unemployed | Dunedin | FL | 11/2023 | 03/2024 |
| Morgan Stanley Smith Barney Llc | Palm Harbor | FL | 06/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-04 |
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