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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-04-08 |
| FL | RA | APPROVED | 2019-11-01 |
Branch Locations
50 A1A North, Suite 112, Ponte Vedra Beach, FL 32082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Ponte Vedra Beach | FL | 08/2019 | Present |
| Jp Morgan Chase | Tampa | FL | 02/2016 | 06/2019 |
| Retired | Ponte Vedra Beach | FL | 06/2019 | 08/2019 |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2019 | Present |
*506129 - Florida Association of Veteran Owned Businesses; Investment related: Yes; Orlando, Florida; Non-Profit; Proposed Chapter Chair (proprietor, partner, officer, director, employee, trustee, agent); 11/2022; During business hours: 5; After business hours: 5; Administrative, Business Development/Growth *630471 - Ponte Vedra High School; Investment related: No; Ponte Vedra, Florida; St Johns County (FL) Public School - Ponte Vedra High School; Student Advisor for the Ponte Vedra High "Stock Market Game" Team (proprietor, partner, officer, director, employee, trustee, agent); 03/2025; During business hours: 0; After business hours: 5; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-31 |
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