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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-06-28 |
| TX | RA | APPROVED | 2023-06-27 |
Branch Locations
201 East Pine Street 11Th Floor, Orlando, FL 32801 • 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 | 06/2023 |
| N/A | Houston | TX | 07/2018 | 10/2018 |
| Ttanti/Virtu | Santiago | 08/2016 | 06/2018 | |
| N/A | Santiago | 07/2018 | 07/2018 | |
| Bank Of America, N.A. | Orlando | FL | 11/2018 | 06/2023 |
| Morgan Stanley | Orlando | FL | 06/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2023 | Present |
*559509 - Vanderbilt University; Investment related: No; Nashville, Tennessee; Non-Profit; Officer (non-board member) (proprietor, partner, officer, director, employee, trustee, agent); 10/2019; During business hours: 5; After business hours: 5; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-01 |
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