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Paola Andrea Luque

Morgan Stanley

Naples, FL

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-06-02
TX RA APPROVED 2025-05-30
  • FL RA
    APPROVED
    Since 2025-06-02
  • TX RA
    APPROVED
    Since 2025-05-30

Branch Locations

8889 Pelican Bay Boulevard Suite 300, Naples, FL 34108 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Naples FL 12/2019 03/2025
Hodges University Naples FL 05/2019 08/2019
Self-Employed Bogota 06/2015 02/2019
Unemployed Fort Myers FL 02/2019 05/2019
Unemployed Bonita Springs FL 08/2019 12/2019
Rbc Capital Markets, Llc Naples FL 03/2025 05/2025
Morgan Stanley Smith Barney Llc. Naples FL 05/2025 Present
  • 12/2019 → 03/2025
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Naples, FL
  • 05/2019 → 08/2019
    Hodges University
    Naples, FL
  • 06/2015 → 02/2019
    Self-Employed
    Bogota
  • 02/2019 → 05/2019
    Unemployed
    Fort Myers, FL
  • 08/2019 → 12/2019
    Unemployed
    Bonita Springs, FL
  • 03/2025 → 05/2025
    Rbc Capital Markets, Llc
    Naples, FL
  • 05/2025 → Present
    Morgan Stanley Smith Barney Llc.
    Naples, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-05
  • S66 Uniform Combined State Law Examination
    2024-10-05

View on SEC IAPD

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SYNOVUS SECURITIES, INC.
LPL FINANCIAL LLC
CAPITAL WEALTH PLANNING, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NTV FRONTIER MANAGEMENT

Other Investors

JENNIFER ERNA MCMANUS
RUDINA RUCI
SALWA AMEEN
SAEGER CAY OLSEN
MIGUEL ALEJANDRO ALVAREZ
Manuel Espinosa
Ethan Nathaniel Stern
DAVID MATTHEW WHITTAKER

Other Offices

TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
WELLS FARGO CLEARING SERVICES, LLC · NAPLES, FL
J.P. MORGAN SECURITIES LLC · NAPLES, FL
SYNOVUS SECURITIES, INC. · NAPLES, FL
LPL FINANCIAL LLC · NAPLES, FL
CAPITAL WEALTH PLANNING, LLC · NAPLES, FL
AMERIPRISE FINANCIAL SERVICES, LLC · NAPLES, FL

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