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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-12 |
| VI | RA | APPROVED | 2025-05-08 |
| TX | RA | APPROVED | 2025-04-30 |
Branch Locations
1819 Main Street Suite 1100, Sarasota, FL 34236-5999 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services, Inc. | Sarasota | FL | 12/2016 | 05/2024 |
| Unemployed | Spokane | WA | 08/2016 | 12/2016 |
| Morgan Stanley | Sarasota | FL | 05/2024 | 04/2025 |
| Rbc Capital Markets, Llc | Sarasota | FL | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-28 |
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