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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-20 |
| FL | RA | APPROVED | 2025-05-16 |
Branch Locations
2 North Tamiami Trail Suite 1100, Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Sarasota | FL | 06/2024 | Present |
| Ids Real Estate Group | San Diego | CA | 11/2023 | 03/2024 |
| The Spirit Network | Corvallis | OR | 10/2022 | 05/2024 |
| Van Vleet Meat Company | Albany | OR | 11/2020 | 03/2021 |
| 5Th Street Growlers | Corvallis | OR | 03/2021 | 04/2021 |
| Peak Elite | Corvallis | OR | 04/2014 | 06/2017 |
| Student | San Diego | CA | 06/2017 | 11/2020 |
| Morgan Stanley | Morristown | NJ | 06/2021 | 08/2021 |
| Morgan Stanley | Sarasota | FL | 07/2022 | 08/2022 |
| Student | San Marcos | CA | 08/2022 | 11/2023 |
| Student | San Marcos | CA | 08/2021 | 07/2022 |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-15 |
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