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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-06-30
FL RA APPROVED 2021-05-28
  • TX RA
    APPROVED
    Since 2021-06-30
  • FL RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 03/2021 → Present
    St. Petersburg, FL
  • 12/2019 → 12/2020
    Ycom Inc
    Melbourne, FL
  • 01/2018 → 12/2020
    Indiana University - Kelley School Of Business
    Bloomington, IN
  • 08/2017 → 12/2017
    Unemployed
    Palm Harbor, FL
  • 05/2014 → 08/2017
    University Of Miami
    Coral Gables, FL
  • 05/2021 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Other Businesses

I currently have three separate investment accounts with Charles Schwab. Two of them are individual accounts and one is a Roth IRA.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-05-26
  • S66 Uniform Combined State Law Examination
    2021-05-26

View on SEC IAPD

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