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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-07-07 |
| CT | RA | APPROVED | 2021-05-25 |
| FL | RA | APPROVED | 2019-05-20 |
| TX | RA | APPROVED | 2019-05-10 |
Branch Locations
8889 Pelican Bay Boulevard Suite 300, Naples, FL 34108 • United States
1229 Post Road, Fairfield, CT 06824 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Naples | FL | 06/2015 | 05/2019 |
| Bank Of America, N.A. | Naples | FL | 11/2015 | 05/2019 |
| Morgan Stanley | Naples | FL | 05/2019 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 06/2019 | Present |
*639712- Mint Realty 007, LLC; Investment related-Yes; Naples, Florida; Rental Property; Managing Member/Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2025; During business hours: 0; After business hours: 0; Property Management. *641493 - Mint Realty 523, LLC; Investment related-Yes; Naples, Florida; Rental Property; Managing Member (proprietor, partner, officer, director, employee, trustee, agent); 07/2025; During business hours: 0; After business hours: 0; Property Management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-14 |
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