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200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-11-02 |
Branch Locations
999 Vanderbilt Beach Rd. #200, Naples, FL 34108 • United States
9088 Mayreau Way, Naples, FL 34114 • United States
200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Marco Island | FL | 10/2018 | 08/2021 |
| California Pizza Kitchen | Naples | FL | 07/2018 | 05/2019 |
| Merchant Lynx Services | Orlando | FL | 10/2017 | 05/2018 |
| Special Coatings Usa, Llc | Bonita Springs | FL | 01/2015 | 08/2017 |
| Fifth Third Securities | Marco Island | FL | 05/2020 | 08/2021 |
| Morgan Stanley Smith Barney Llc | Marco Island | FL | 08/2021 | 10/2023 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 12/2021 | 10/2023 |
| Morgan Stanley Smith Barney Llc | Naples | FL | 08/2021 | 10/2023 |
| Hightower Advisors, Llc | Naples | FL | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-01 |
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