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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-06-17 |
| FL | RA | APPROVED | 2017-06-19 |
Branch Locations
1401 Manatee Avenue West Suite 1110, Bradenton, FL 34205 • United States
3 disclosure categories 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 | Bradenton | FL | 05/1994 | 06/2017 |
| Bank Of America, N.A. | Bradenton | FL | 12/2009 | 06/2017 |
| Morgan Stanley | Bradenton | FL | 06/2017 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2018 | Present |
Girard & Fedora LTD; Miami, Florida; Real Estate; Investment related; Sole Proprietor / Owner / Partner; 01/2004; During business hours: .01; After business hours: .01
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-14 |
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