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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-03 |
| FL | RA | APPROVED | 2023-02-24 |
Branch Locations
832 Lake Sumter Landing, The Villages, FL 32162 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Winter Park | FL | 07/2021 | 11/2021 |
| Coadvantage | Orlando | FL | 05/2021 | 06/2021 |
| Teksystems | Orlando | FL | 02/2019 | 05/2021 |
| Olive Garden | Winter Park | FL | 01/2018 | 08/2018 |
| Loewes Royal Pacific | Orlando | FL | 03/2017 | 08/2017 |
| Ucf | Orlando | FL | 05/2016 | 06/2019 |
| Aeropostale | Ocala | FL | 03/2016 | 12/2016 |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2021 | 11/2021 |
| Morgan Stanley | Ocala | FL | 02/2022 | 05/2022 |
| Fidelity Investments | Orlando | FL | 07/2022 | 01/2023 |
| Morgan Stanley | The Villages | FL | 02/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2023 | Present |
*661645- Electronic Arts Orlando Studio; Investment related: No; Oralndo, Florida; Retail/Online Stores; Tester (proprietor, partner, officer, director, employee, trustee, agent); 10/2025; During business hours: 18; After business hours: 0; Tester for program
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-31 |
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