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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-09-01
FL RA APPROVED 2022-07-27
  • TX RA
    APPROVED
    Since 2022-09-01
  • FL RA
    APPROVED
    Since 2022-07-27

Branch Locations

4114 Woodlands Parkway Suite 200, Palm Harbor, FL 34685 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Clearwater FL 07/2019 07/2022
Florida State University Foundation Tallahassee FL 03/2019 07/2019
Famu-Fsu College Of Engineering Tallahassee FL 04/2015 03/2019
Morgan Stanley Smith Barney Llc Palm Harbor FL 07/2022 Present
  • 07/2019 → 07/2022
    Clearwater, FL
  • 03/2019 → 07/2019
    Florida State University Foundation
    Tallahassee, FL
  • 04/2015 → 03/2019
    Famu-Fsu College Of Engineering
    Tallahassee, FL
  • 07/2022 → Present
    Morgan Stanley Smith Barney Llc
    Palm Harbor, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-23
  • S66 Uniform Combined State Law Examination
    2022-03-23

View on SEC IAPD

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