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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-04-03 |
| CO | RA | APPROVED | 2023-03-31 |
| TX | RA | APPROVED | 2023-03-31 |
Branch Locations
350 East Las Olas Boulevard Suite 1500, Fort Lauderdale, FL 33301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Denver | CO | 10/2019 | 03/2023 |
| Total Quality Logistics | Denver | CO | 08/2017 | 09/2019 |
| Florida State Univerity | Tallahasee | FL | 08/2013 | 05/2017 |
| Bank Of America, N.A. | Denver | CO | 01/2020 | 03/2023 |
| Morgan Stanley Smith Barney Llc | Fort Lauderdale | FL | 03/2023 | 03/2025 |
| Morgan Stanley | Fort Lauderdale | FL | 03/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-12 |
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