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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-07-01 |
| TX | RA | APPROVED | 2022-06-30 |
Branch Locations
2 North Tamiami Trail Suite 1100, Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Sarasota | FL | 06/2016 | 09/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sarasota | FL | 09/2018 | 06/2022 |
| Progressive Employer Management Company | Bradenton | FL | 10/2016 | 09/2018 |
| Morgan Stanley | Sarasota | FL | 06/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-26 |
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