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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-18 |
| TX | RA | APPROVED | 2025-04-17 |
Branch Locations
2 North Tamiami Trail Suite 1100, Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| International Hospitals Construction Company (Ihcc) | Jeddah | 02/2013 | 08/2018 | |
| Rbc Capital Markets, Llc. | Sarasota | FL | 11/2018 | 04/2025 |
| Unemployed | Sarasota | FL | 08/2018 | 11/2018 |
| City National Bank | Sarasota | FL | 01/2020 | 04/2025 |
| Morgan Stanley Smith Barney Llc | Sarasota | FL | 04/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2025 | Present |
*638973- Embracing Our Differences; Investment related: No; Sarasota, Florida; Children/Youth:Education; Board Member:Finance Committee:Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 06/2023; During business hours: 1; After business hours: 0; Business Development/Growth:Fundraising:Investment Decisions/Advice
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-04 |
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