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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-12 |
| GA | RA | APPROVED | 2023-09-05 |
| TX | RA | APPROVED | 2023-09-05 |
Branch Locations
100 North Tampa Street Suite 3000, Tampa, FL 33602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tampa | FL | 04/2016 | 05/2019 |
| Bank Of America, N.A. | Tampa | FL | 05/2016 | 05/2019 |
| E*Trade Securities Llc | Alpharetta | GA | 12/2020 | 09/2023 |
| E*Trade Capital Management Llc | Alpharetta | GA | 12/2020 | 11/2023 |
| Ecover Global Inc. | Tampa | FL | 05/2019 | 05/2020 |
| Unemployed | Tampa | FL | 06/2020 | 11/2020 |
| Morgan Stanley | Alpharetta | GA | 11/2022 | 09/2023 |
| Morgan Stanley | Tampa | FL | 09/2023 | Present |
| Morgan Stanley | Alpharetta | GA | 09/2023 | 09/2023 |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2025 | Present |
1. Chronicles Anonymous 2. Investment Related: No 3. (Personal Address) 4. Technology 5. Director 6. 08/15/2020 7. Hours devoted to business: 10 8. Hours devoted during Securities business: 0 9. I manage all aspects of the company. Mainly review tech.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-23 |
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