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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-20 |
| TX | RA | APPROVED | 2024-03-19 |
Branch Locations
450 Royal Palm Way 5Th Floor, Palm Beach, FL 33480 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Fort Lauderdale | FL | 03/2020 | 05/2022 |
| Florida State University | Tallahassee | FL | 08/2015 | 08/2019 |
| Unemployed | Wellington | FL | 08/2019 | 03/2020 |
| Copytalk | Tallahassee | FL | 10/2016 | 02/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boynton Beach | FL | 07/2022 | 09/2023 |
| Aflac | Wilton Manors | FL | 10/2019 | 06/2020 |
| Bank Of America, N.A. | Boynton Beach | FL | 08/2022 | 09/2023 |
| Morgan Stanley | Palm Beach | FL | 03/2024 | Present |
| Unemployed | Fort Lauderdale | FL | 10/2023 | 03/2024 |
*626468 - Esea boat rentals LLC; Investment related-Yes; lake worth, Florida; Recreation; Partner (proprietor, partner, officer, director, employee, trustee, agent); 04/2025; During business hours: 0; After business hours: 10; Business Development/Growth. *630434- The Fishing Company; Investment related-Yes; Lake worth, Florida; Retail/Online Stores; Partner (proprietor, partner, officer, director, employee, trustee, agent); 05/2025; During business hours: 0; After business hours: 10; Business Development/Growth.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-04 |
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