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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-09-13 |
| GA | RA | APPROVED | 2023-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Miami | FL | 10/2021 | 07/2022 |
| Oreillys Irish Public House | Sandy Springs | GA | 06/2021 | 10/2021 |
| Lifetime Fitness | Alpharetta | GA | 11/2019 | 07/2021 |
| Wells Fargo | West Palm Beach | FL | 12/2018 | 11/2019 |
| School | West Palm Beach | FL | 08/2014 | 05/2019 |
| Gopuff | Miami | FL | 11/2021 | 04/2022 |
| Trinity Wealth Securities | Miami | FL | 01/2022 | 08/2022 |
| E*Trade Securities Llc | Alpharetta | GA | 09/2022 | Present |
| E*Trade Capital Management Llc | Alpharetta | GA | 09/2022 | Present |
| Morgan Stanley | Alpharetta | GA | 09/2023 | Present |
| Morgan Stanley | Alpharetta | GA | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-11-28 |
| S65 | Uniform Investment Adviser Law Examination | 2021-08-05 |
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