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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-20 |
| TX | RA | APPROVED | 2025-10-17 |
Branch Locations
777 South Flagler Drive Suite 700E, West Palm Beach, FL 33401 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palm Beach | FL | 02/2019 | 10/2025 |
| Barcadia Baton Rouge | Baton Rouge | LA | 03/2015 | 08/2017 |
| Thompson Creek Wealth Advisors | Baton Rouge | LA | 03/2017 | 01/2019 |
| Louisiana State University | Baton Rouge | LA | 08/2013 | 12/2018 |
| Morgan Stanley Smith Barney Llc | West Palm Beach | FL | 10/2025 | Present |
(1) Palm Beach United Way / West Palm Beach / FL / Not Investment Related / Committee Employee / Start 25-September-2024 / 1 hour devoted monthly / 0 during trading / Duties: 1. attend 3 Committee meetings, 2. attend the Business and Professional Breakfast, 3. work diligently to solidify donations from local businesses, 4. educate local businesses about how the United Way changes lives.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-02 |
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