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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-09 |
| FL | RA | APPROVED | 2025-08-04 |
Branch Locations
832 Lake Sumter Landing, The Villages, FL 32162 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsford | NY | 05/1989 | 06/2025 |
| Morgan Stanley | The Villages | FL | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 1992-04-09 |
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