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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-06 |
| TX | RA | APPROVED | 2024-09-05 |
Branch Locations
50 North Laura Street Suite 2000, Jacksonville, FL 32202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Jacksonville | FL | 06/2016 | 09/2024 |
| Morgan Stanley Smith Barney Llc | Jacksonville | FL | 09/2024 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 09/2024 | Present |
American Heart Association / Jacksonville, FL / Non-Investment Related / Start 10-October-2023 / Executive Cabinet Member - Go Red for Women / fundraising for women's health and well-being.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-15 |
| S65 | Uniform Investment Adviser Law Examination | 1996-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-19 |
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