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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-06-14 |
| TX | RA | APPROVED | 2021-06-11 |
Branch Locations
8304 Champions Gate Boulevard, Champions Gate, FL 33896 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Orlando | FL | 10/2018 | 05/2021 |
| Bank Of America N.A. | Orlando | GA | 10/2018 | 05/2021 |
| Ross | Winter Garden | FL | 02/2018 | 05/2018 |
| The Lifewealth Group | Dr. Phillips | FL | 06/2017 | 08/2017 |
| Florida State University | Tallahassee | FL | 01/2016 | 07/2018 |
| Morgan Stanley | Champions Gate | FL | 06/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2021 | Present |
*522252 - Beleventi LLC; Investment related: Yes; Championsgate, Florida; Retail/Online Stores; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 10/2022; During business hours: 0; After business hours: 30; Other
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-06 |
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