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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-12-16 |
| FL | RA | APPROVED | 2020-12-14 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ponte Vedra Beach | FL | 04/1993 | 06/2019 |
| Bank Of America, N.A. | Ponte Vedra Beach | FL | 02/2016 | 06/2019 |
| Morgan Stanley | Jacksonville | FL | 10/2020 | Present |
| Unemployed | Ponte Vedra Beach | FL | 07/2019 | 10/2020 |
*696060- Kakify LLC; Investment related: No; Ponte Vedra Beach, Florida; Art/Culture; Other Support to spouse to assist with the business (proprietor, partner, officer, director, employee, trustee, agent); 07/2026; During business hours: 0; After business hours: 5; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-29 |
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