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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-17 |
| FL | RA | APPROVED | 2023-05-04 |
Branch Locations
One Financial Plaza Suite 1200, Ft. Lauderdale, FL 33394 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Plantation | FL | 01/2014 | 03/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 03/2019 |
| Prudential Insurance Company Of America | Boca Raton | FL | 04/2019 | 05/2023 |
| Pruco Securities, Llc. | Boca Raton | FL | 04/2019 | 05/2023 |
| Equitable Advisors, Llc | New York | NY | 05/2023 | Present |
1) GREATER SUNRISE CHAMBER OF COMMERCEPOSITION: Board member NATURE: Non-Profit and Charitable Organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/05/2021, ADDRESS: 6800 Sunset Strip, Sunrise FL 33313, United States DESCRIPTION: Board members welcome new chamber members, represent the chamber at chamber events, serve as a resource for the Sunrise business community, and help maintain the chamber's reputation.2) NOVA SOUTHEASTERN UNIVERSITYPOSITION: Adjunct Professor from 1/4/2021 to present NATURE: Educational Services INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/04/2021ADDRESS: 3301 College Avenue, Davie FL 33314, United States DESCRIPTION: Role is teaching undergraduate literature and disciplinary studies courses in-person and on-line. 3) Outside Insurance 4). SALVATION ARMY, 1445 W. BROWARD BLVD, FORT LAUDERDALE, FL 33312, ADVISORY BOARD MEMBER, ACTIVELY ENGAGE IN THE SALVATION ARMY'S INITIATIVES TO SUPPORT FAMILES, REDUCE HOMELESSNESS, REDUCE FOOD INSTABILITY, TO SUPPORT VICTIMS OF DOMESTIC VIOLENCE, TO SUPPORT ADDICTION RECOVERY AND TO PROVIDE DISASTER RELIEF, 09/16/2025, 3 HOURS/MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-17 |
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