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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-06-30 |
| TX | RA | APPROVED | 2022-06-29 |
Branch Locations
2 North Tamiami Trail Suite 1100, Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Ponte Vedra Beach | FL | 11/2018 | 07/2019 |
| Jpmorgan Chase | Jacksonville | FL | 01/2016 | 03/2018 |
| Keystone Management Group | Jacksonville | FL | 03/2018 | 10/2018 |
| Raymond James & Associates, Inc. | Ponte Vedra Beach | FL | 07/2019 | 12/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sarasota | FL | 11/2021 | 06/2022 |
| Morgan Stanley | Sarasota | FL | 06/2022 | Present |
*542753 - Sarasota Christian School; Investment Related - No; Sarasota, Florida; Education; Volunteer and DJ (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 05/2023; During Business Hours: 0; After Business Hours: 4; Labor/Service. *657099 - Morrow Estrada Enterprises LLC; Investment related: Yes; Sarasota, Florida; Rental Property; Managing Member (proprietor, partner, officer, director, employee, trustee, agent); 05/2025; During business hours: 0; After business hours: 1; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-22 |
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