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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-21 |
| NY | RA | APPROVED | 2025-01-25 |
Branch Locations
850 South Palafox Street Suite 200, Pensacola, FL 32502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Pensacola | FL | 07/2023 | Present |
| Morgan Stanley | Purchase | NY | 06/2022 | 08/2022 |
| Morgan Stanley | Pensacola | FL | 05/2021 | 08/2022 |
| Morgan Stanley | Pensacola | FL | 05/2020 | 08/2020 |
| University Of Florida | Gainesville | FL | 08/2019 | 05/2023 |
| Crabs On The Beach | Pensacola Beach | FL | 03/2019 | 07/2019 |
| Academic Center For Testing | Gulf Breeze | FL | 07/2018 | 03/2019 |
| Gulf Breeze Rec Center | Gulf Breeze | FL | 04/2017 | 08/2017 |
| Gulf Breeze High School | Gulf Breeze | FL | 08/2015 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-21 |
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