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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-02-18 |
| FL | RA | APPROVED | 2025-06-30 |
| TX | RA | APPROVED | 2025-06-27 |
Branch Locations
801 Laurel Oak Drive Suite 500, Suntrust Building, Naples, FL 34108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Naples | FL | 03/2021 | 06/2025 |
| Naples Senior Center At Jfcs | Naples | FL | 07/2020 | 03/2021 |
| Selfless Love Foundation | Hillsboro Beach | FL | 09/2019 | 04/2020 |
| Boca West Community Charitable Foundation Inc. | Boca Raton | FL | 07/2017 | 08/2019 |
| Sarasota Yacht Club | Sarasota | FL | 01/2016 | 07/2017 |
| University Of Florida | Gainesville | FL | 08/2014 | 12/2016 |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2021 | 06/2025 |
| Ubs Financial Services Inc. | Naples | FL | 06/2025 | Present |
*562356 - Flagship Media LLC; Investment related -Yes; Naples, Florida; Art/Culture; Partner (proprietor, partner, officer, director, employee, trustee, agent); 03/2023; During business hours: 0; After business hours: 2; Accounting/Bookkeeping *358 - Copper Leaf Farms LLC ; Investment related - Yes ; Naples, Florida ; Agriculture ; Partner(proprietor, partner, officer, director, employee, trustee, agent) ; 3/2023 ; During business hours : 0 ; After business hours : 2 ; Accounting/Bookkeeping *330 - Delta Gamma Fraternity - Naples Alumnae Theta Zeta Advisory Board ; Investment related - No ; Columbus, Ohio ; Fraternal Society ; Advisory Board(proprietor, partner, officer, director, employee, trustee, agent) ; 8/2023 ; During business hours : 0 ; After business hours : 2 ; Administrative Impact 100 Naples,NaplesUnited States,Women's network and philanthropy,Founder and President,Organizing chapter women and eventsStart date - 10/27/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-31 |
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