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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-02-13 |
Branch Locations
2 North Tamiami Trail Suite 1100, Sarasota, FL 34236 • United States
333 South Tamiami Trail Suite 199, Venice, FL 34285 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities, Llc | Naples | FL | 06/2016 | 07/2020 |
| Jpmorgan Chase | Naples | FL | 05/2016 | 04/2017 |
| Gulfcoast Label, Llc | Naples | FL | 04/2018 | 09/2019 |
| Jp Morgan Chase Bank, N.A. | Naples | FL | 12/2019 | 08/2020 |
| Jp Morgan Chase Bank, N.A. | Naples | FL | 08/2020 | 02/2023 |
| Morgan Stanley Smith Barney Llc | Venice | FL | 02/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2023 | Present |
*548293 - KRO Holdings, LLC; Investment related: Yes; Lakewood Ranch, Florida; Hospital/Healthcare; Partner (proprietor, partner, officer, director, employee, trustee, agent); 04/2023; During business hours: 0; After business hours: 5; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-09 |
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