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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-08-01 |
| FL | RA | APPROVED | 2022-07-25 |
| TX | RA | APPROVED_RES | 2022-07-18 |
Branch Locations
928 North Collier Boulevard 3Rd Floor, Marco Island, FL 34145 • United States
8889 Pelican Bay Boulevard Suite 300, Naples, FL 34108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E.A. Buck Insurance Dba E.A. Buck Financial Services | Honolulu | HI | 09/2018 | 07/2022 |
| Crossfit Hnl | Kailua | HI | 09/2016 | 09/2018 |
| Hawaii Heat Fc | Honolulu | HI | 07/2018 | 09/2018 |
| Madison Avenue Securities, Llc | San Diego | CA | 12/2019 | 07/2022 |
| Spc | Ann Arbor | MI | 02/2019 | 12/2019 |
| Parkland Securities, Llc | Ann Arbor | MI | 09/2018 | 12/2019 |
| Ae Wealth Management, Llc | Topeka | KS | 12/2019 | 07/2022 |
| Morgan Stanley Smith Barney Llc | Naples | FL | 07/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2022 | Present |
*593198 - BRD Holdings LLC ; Investment related - Yes ; Naples,Florida ; Real Estate ; Officer(proprietor, partner, officer, director, employee, trustee, agent) ; 4/2023 ; During business hours : 0 ; After business hours : 1 ; Owner of land
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-16 |
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