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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-09-12 |
| TX | RA | APPROVED | 2022-09-01 |
Branch Locations
5220 Donald Ross Rd, Palm Beach Gardens, FL 33418 • United States
411 S County Rd, Palm Beach, FL 33480 • United States
343 Southern Blvd., West Palm Beach, FL 33405 • United States
1480 Greenview Shores Blvd., Wellington, FL 33414 • United States
10100 Forest Hill Blvd, Wellington, FL 33414 • United States
10200 Okeechobee Blvd, West Palm Beach, FL 33411 • United States
930 S. Military Trail, West Palm Beach, FL 33415 • United States
4740 N. Congress Ave, Boynton Beach, FL 33426 • United States
6350 Lantana Road, Lake Worth, FL 33463 • United States
6710 Forest Hill Blvd, West Palm Beach, FL 33413 • United States
6492 Lake Worth Rd, Greenacres, FL 33463 • United States
202 Lake Avenue, Lake Worth, FL 33460 • United States
7106 Fairway Dr, Palm Beach Gardens, FL 33418 • United States
1325 N. Congress Ave, West Palm Beach, FL 33401 • United States
316 Banyan Blvd, West Palm Beach, FL 33401 • United States
2500 Pga Blvd, Palm Beach Gardens, FL 33410 • United States
1102 Royal Palm Beach Blvd., Royal Palm Beach, FL 33411 • United States
2959 N. Military Trail, West Palm Beach, FL 33409 • United States
4470 Northlake Blvd, Palm Beach Gardens, FL 33410 • United States
10160 Northlake Blvd., West Palm Beach, FL 33412 • United States
2603 10Th Ave North, Lake Worth, FL 33461 • United States
4660 Forest Hill Blvd, West Palm Beach, FL 33415 • United States
9863 Lake Worth Road, Lake Worth, FL 33467 • United States
5000 W Boynton Beach Blvd, Flr 02, Boynton Beach, FL 33436 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Boca Raton | FL | 02/2017 | 07/2019 |
| Unemployed | Boynton Beach | FL | 08/2016 | 02/2017 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2017 | 07/2019 |
| Wells Fargo Clearing Services, Llc | Boca Raton | FL | 07/2019 | 08/2022 |
| J.P. Morgan Securities Llc | Boynton Beach | FL | 08/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Boynton Beach | FL | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-15 |
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