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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-15 |
| FL | RA | APPROVED | 2023-12-21 |
Branch Locations
50 A1A North, Suite 112, Ponte Vedra Beach, FL 32082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Jacksonville | FL | 10/2020 | 10/2021 |
| Jwb Real Estate Companies | Jacksonville | FL | 01/2018 | 07/2020 |
| Dat Bootcamp | Tallahassee | FL | 09/2014 | 10/2017 |
| Florida State University | Tallahassee | FL | 05/2013 | 08/2017 |
| Citigroup | Jacksonville | FL | 11/2021 | 11/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 11/2022 | 11/2023 |
| Bank Of America N.A. | Jacksonville | FL | 01/2023 | 11/2023 |
| Morgan Stanley | Ponte Vedra Beach | FL | 12/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 2021-03-05 |
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