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2180 Immokalee Road, #301, Naples, FL 34110-1407 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-04-06 |
Branch Locations
2180 Immokalee Road, #301, Naples, FL 34110-1407 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Naples | FL | 11/2009 | 04/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 04/2019 |
| Capital Wealth Planning, Llc | Naples | FL | 01/2020 | 03/2023 |
| Unemployed | Naples | FL | 04/2019 | 01/2020 |
| Aviance Capital Partners Llc | Naples | FL | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-12 |
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