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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-16 |
| TX | RA | APPROVED_RES | 2023-10-30 |
Branch Locations
150 Second Avenue North Suite 1400, St. Petersburg, FL 33701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank | St. Pete Beach | FL | 11/2009 | 10/2023 |
| J.P. Morgan Securities Llc | St. Pete Beach | FL | 10/2012 | 10/2023 |
| Morgan Stanley Smith Barney Llc | St. Petersburg | FL | 10/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2023 | Present |
*608908 - Self; Investment Related - No; Largo, Florida; Personal Loan; Sole Proprietor/Owner(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 09/2024; During Business Hours: 0; After Business Hours: 0; Check Signing/Funds Disbursements, Accounting/Bookkeeping
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-31 |
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