Olivia Connor

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-07-07
FL	RA	APPROVED	2025-06-24

Branch Locations

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

Organization	City	State	From	To
Morgan Stanley	Miami	FL	10/2024	Present
Adams Gallinar Pa	Miami	FL	06/2023	08/2023
Norwegian Cruiselines	Miami	FL	06/2022	08/2022
Miami Dade County Office Of The State Attorney	Miami	FL	06/2021	08/2021
Colombian American Chamber Of Commerce Of Greater Miami	Miami	FL	06/2020	07/2020
Bcp Securities	Miami	FL	06/2019	07/2019
Key Biscayne Tennis Association	Key Biscayne	FL	06/2024	09/2024
University Of Notre Dame	Notre Dame	IN	03/2022	05/2022
University Of Notre Dame	Notre Dame	IN	08/2020	05/2024
Gulliver Preparatory School	Pinecrest	FL	08/2013	06/2020

10/2024 → Present

Morgan Stanley

Miami, FL
06/2023 → 08/2023

Adams Gallinar Pa

Miami, FL
06/2022 → 08/2022

Norwegian Cruiselines

Miami, FL
06/2021 → 08/2021

Miami Dade County Office Of The State Attorney

Miami, FL
06/2020 → 07/2020

Colombian American Chamber Of Commerce Of Greater Miami

Miami, FL
06/2019 → 07/2019

Bcp Securities

Miami, FL
06/2024 → 09/2024

Key Biscayne Tennis Association

Key Biscayne, FL
03/2022 → 05/2022

University Of Notre Dame

Notre Dame, IN
08/2020 → 05/2024

University Of Notre Dame

Notre Dame, IN
08/2013 → 06/2020

Gulliver Preparatory School

Pinecrest, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-06-21

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