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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-03 |
| FL | RA | APPROVED | 2021-09-28 |
Branch Locations
285 Clyde Morris Boulevard Street 100, Ormond Beach, FL 32174 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Winter Park | FL | 11/2020 | 08/2021 |
| Rollins College | Winter Park | FL | 08/2016 | 05/2020 |
| Unemployed | Lake Mary | FL | 05/2020 | 11/2020 |
| Trinity Wealth Securities L.L.C | Winter Park | FL | 11/2020 | 08/2021 |
| Morgan Stanley Smith Barney Llc | Winter Park | FL | 09/2021 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 10/2021 | Present |
*463110 - Niles Technology Inc.; Investment related - No; Lake Mary, Florida; Wholesale/Distribution; Partner (proprietor, partner, officer, director, employee, trustee, agent); 06/2020; During business hours: 0; After business hours: 5; Business Development/Growth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-05 |
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