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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-06-30 |
| FL | RA | APPROVED | 2021-05-28 |
Branch Locations
4114 Woodlands Parkway Suite 200, Palm Harbor, FL 34685 • United States
150 Second Avenue North Suite 1400, St. Petersburg, FL 33701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | St. Petersburg | FL | 03/2021 | Present |
| Ycom Inc | Melbourne | FL | 12/2019 | 12/2020 |
| Indiana University - Kelley School Of Business | Bloomington | IN | 01/2018 | 12/2020 |
| Unemployed | Palm Harbor | FL | 08/2017 | 12/2017 |
| University Of Miami | Coral Gables | FL | 05/2014 | 08/2017 |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2021 | Present |
I currently have three separate investment accounts with Charles Schwab. Two of them are individual accounts and one is a Roth IRA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-26 |
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