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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-04 |
| TX | RA | APPROVED | 2025-10-30 |
Branch Locations
3109 West Dr. Martin Luther King Jr. Blvd. Suite 600, Tampa, FL 33607 • United States
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Temple Terrace | FL | 04/2020 | 10/2025 |
| Robert Half | Tampa | FL | 02/2019 | 01/2020 |
| Suncoast Credit Union | Tampa | FL | 04/2018 | 07/2018 |
| Usf Federal Credit Union | Tampa | FL | 08/2016 | 12/2016 |
| University Of South Florida | Tampa | FL | 08/2016 | 12/2018 |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2020 | 10/2025 |
| Fisher Investments | Tampa | FL | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-31 |
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