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515 N. Flagler Drive Ste 1700, West Palm Beach, FL 33401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-17 |
Branch Locations
515 N. Flagler Drive Ste 1700, West Palm Beach, FL 33401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Florham Park | NJ | 04/2016 | 10/2016 |
| Morgan Stanley | Florham Park | NJ | 10/2015 | 09/2018 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 10/2016 | 09/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palm Beach Gardens | FL | 01/2018 | 06/2023 |
| Unemployed | Palm Beach Gardens | FL | 09/2018 | 01/2019 |
| Sykon Capital Llc | Harrison | NY | 06/2023 | 01/2025 |
| Global Trust Wealth Management Llc | West Palm Beach | FL | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-05 |
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