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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-04-21 |
| FL | RA | APPROVED | 2025-04-18 |
| TX | RA | APPROVED_RES | 2025-04-17 |
Branch Locations
2 North Tamiami Trail Suite 1100, Sarasota, FL 34236 • United States
333 South Tamiami Trail Suite 199, Venice, FL 34285 • 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 |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Sarasota | FL | 02/2015 | 04/2025 |
| City National Bank | Sarasota | FL | 09/2016 | 04/2025 |
| Morgan Stanley Smith Barney Llc | Venice | FL | 04/2025 | Present |
| Morgan Stanley Smith Barney Llc | Dandridge | TN | 04/2025 | 09/2025 |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-06-13 |
| S65 | Uniform Investment Adviser Law Examination | 1995-06-13 |
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