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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-04 |
| FL | RA | APPROVED | 2022-09-22 |
Branch Locations
50 North Laura Street Suite 2000, Jacksonville, FL 32202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harden | Jacksonville | FL | 09/2019 | 04/2021 |
| Fidelity Investments | Jacksonville | FL | 04/2021 | 07/2022 |
| Florida State University | Tallahassee | FL | 08/2016 | 08/2019 |
| The Closet Store | Jacksonville | FL | 06/2017 | 08/2017 |
| Total Comfort Solutions | Jacksonville | FL | 06/2018 | 08/2018 |
| Morgan Stanley Smith Barney Llc | Jacksonville | FL | 08/2022 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 08/2022 | Present |
*657637 - Rotary Club of South Jacksonville; Investment related: No; Jacksonville, Florida; Board member of local Rotary club; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 07/2025; During business hours: 0; After business hours: 5; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-13 |
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