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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-04-21 |
| FL | RA | APPROVED | 2020-10-14 |
Branch Locations
832 Lake Sumter Landing, The Villages, FL 32162 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 01/2016 | 10/2020 |
| Bank Of America, N.A. | Jacksonville | FL | 03/2016 | 10/2020 |
| Morgan Stanley Smith Barney Llc | The Villages | FL | 10/2020 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 10/2020 | Present |
(1) 431378 - Rental Property / Investment Related / Mount Dora, FL / Real Estate / Partner / Start 03-August-2020 / During business hours: 0 / After business hours: 4 / Property Management. (2) 662718 - Troika Vending LLC / Investment Related / St. Augustine, FL / Wholesale Distribution / Partner / Start 05-January-2026 / During business hours: 0 / After business hours: 10 / Administrative.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-09 |
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