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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-18 |
| TX | RA | APPROVED_RES | 2024-10-17 |
Branch Locations
8889 Pelican Bay Boulevard Suite 300, Naples, FL 34108 • United States
928 North Collier Boulevard 3Rd Floor, Marco Island, FL 34145 • United States
7811 University Pointe Drive Suite 100, Fort Myers, FL 33907 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Palo Alto | CA | 07/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Palo Alto | CA | 11/2016 | 12/2017 |
| Morgan Stanley | Palo Alto | CA | 12/2017 | 01/2020 |
| Ubs Financial Services Inc. | West Palm Beach | FL | 01/2020 | 10/2024 |
| Morgan Stanley | Naples | FL | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-17 |
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