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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-10-31 |
| TX | RA | APPROVED | 2019-10-04 |
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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Lakewood Ranch | FL | 08/2014 | 10/2019 |
| Nutraelite, Llc | Lakewood Ranch | FL | 09/2017 | 09/2018 |
| Morgan Stanley Smith Barney Llc | Sarasota | FL | 10/2019 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 11/2019 | Present |
*422881 - LWM REIT LLC; Investment related Yes; Lakewood Ranch, FL; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); September 2020; During business hours: 1; After business hours: 1; Investment Decisions/Advice.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-14 |
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