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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-08 |
| FL | RA | APPROVED | 2018-10-01 |
Branch Locations
390 N. Orange Ave Suite 1850, Orlando, FL 32801 • United States
250 Park Avenue South Suite 500, Winter Park, FL 32789 • 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 |
|---|---|---|---|---|
| Pinnacle Financial Wealth Management, Llc | Merritt Island | FL | 02/2016 | 12/2017 |
| Center Street Securities, Inc. | Nashville | TN | 01/2017 | 09/2018 |
| Morgan Stanley | Winter Park | FL | 09/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-19 |
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