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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-07-15 |
| TX | RA | APPROVED_RES | 2019-07-15 |
Branch Locations
4876 S Apopka Vineland Rd, Orlando, FL 32819 • United States
8100 Lake Wilson Rd, Davenport, FL 33896 • United States
480 N Orlando Ave Ste C220 [F2-Rbo], Winter Park, FL 32789 • United States
5708 Hamlin Groves Trl, Winter Garden, FL 34787 • 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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Orlando | FL | 06/2009 | 07/2019 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 07/2019 |
| Wells Fargo Clearing Services, Llc | Orlando | FL | 07/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-07 |
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