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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-19 |
| TX | RA | APPROVED | 2026-03-18 |
Branch Locations
350 East Las Olas Boulevard Suite 1500, Fort Lauderdale, FL 33301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2026 | Present |
| Ubs Financial Services Inc. | Rochester | NY | 10/2015 | 08/2018 |
| Delta Airlines | Rochester | NY | 02/2016 | 11/2017 |
| Morgan Stanley Smith Barney Llc | Fort Lauderdale | FL | 09/2018 | 09/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boca Raton | FL | 09/2023 | 03/2026 |
| Bank Of America, N.A. | Boca Raton | FL | 10/2023 | 03/2026 |
| Morgan Stanley Smith Barney Llc | Fort Lauderdale | FL | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-05 |
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