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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-10 |
| FL | RA | APPROVED | 2026-07-02 |
Branch Locations
8889 Pelican Bay Boulevard Suite 300, Naples, FL 34108 • United States
928 North Collier Boulevard 3Rd Floor, Marco Island, FL 34145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Marco Island | FL | 11/2025 | Present |
| Grow Your Brand Social | San Diego | CA | 05/2020 | 02/2024 |
| Miloff Aubuchon Realty | Cape Coral | FL | 07/2023 | 11/2025 |
| Cheddars Scratch Kitchen | Naples | FL | 06/2024 | 11/2024 |
| Germain Lexus | Naples | FL | 09/2024 | 11/2024 |
| Naples Money Managers | Naples | FL | 05/2025 | 06/2025 |
| Barberton White House | Barberton | OH | 02/2017 | 12/2017 |
| Scarletts | Miami | FL | 02/2018 | 03/2020 |
| Beef O Bradys | Wadsworth | OH | 10/2015 | 12/2016 |
| Steak N Shake | Akron | OH | 12/2016 | 04/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-21 |
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