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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-17 |
| TX | RA | APPROVED | 2024-09-16 |
Branch Locations
8889 Pelican Bay Boulevard Suite 300, Naples, FL 34108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Chase Bank, N.A. | Naples | FL | 09/2018 | 09/2024 |
| J.P. Morgan Securities Llc | Naples | FL | 09/2018 | 09/2024 |
| Wells Fargo Bank | Naples | FL | 01/2004 | 09/2018 |
| Bluebill Advisors Llc | Naples | FL | 02/2024 | Present |
| Morgan Stanley Smith Barney Llc | Naples | FL | 09/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2024 | Present |
*610898 - BLUEBILL ADVISORS LLC; Investment related Yes; NAPLES, Florida; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 02/2024; During business hours: 0; After business hours: 10; Administrative, Property Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-11 |
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