John S Guirguis

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-03-09
FL	RA	APPROVED	2022-02-11

Branch Locations

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

Organization	City	State	From	To
Morgan Stanley	Tampa	FL	09/2021	Present
Olive Garden (Darden Restaurants)	Tampa	FL	02/2020	05/2021
Nike	Lutz	FL	10/2019	02/2020
Jpmorgan Chase & Co.	Tampa	FL	07/2018	06/2019
University Of South Florida Campus Recreation Center	Tampa	FL	12/2017	06/2018
The Brass Tap	Trinity	FL	10/2016	04/2017
Doordash	Tampa	FL	07/2021	07/2021
Soccer Shots	Tampa	FL	06/2018	07/2018
Steak 'n Shake	Trinity	FL	04/2017	05/2017
Domino's Pizza	Tampa	FL	09/2017	12/2017
Unemployed	Trinity	FL	05/2017	09/2017
Unemployed	Trinity	FL	01/2011	10/2016
Unemployed	Tampa	FL	07/2019	09/2019
E*Trade Securities Llc	Tampa	FL	10/2022	09/2023

09/2021 → Present

Morgan Stanley

Tampa, FL
02/2020 → 05/2021

Olive Garden (Darden Restaurants)

Tampa, FL
10/2019 → 02/2020

Nike

Lutz, FL
07/2018 → 06/2019

Jpmorgan Chase & Co.

Tampa, FL
12/2017 → 06/2018

University Of South Florida Campus Recreation Center

Tampa, FL
10/2016 → 04/2017

The Brass Tap

Trinity, FL
07/2021 → 07/2021

Doordash

Tampa, FL
06/2018 → 07/2018

Soccer Shots

Tampa, FL
04/2017 → 05/2017

Steak 'n Shake

Trinity, FL
09/2017 → 12/2017

Domino's Pizza

Tampa, FL
05/2017 → 09/2017

Unemployed

Trinity, FL
01/2011 → 10/2016

Unemployed

Trinity, FL
07/2019 → 09/2019

Unemployed

Tampa, FL
10/2022 → 09/2023

E*Trade Securities Llc

Tampa, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-02-10

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