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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 | 2014-05-13 |
Branch Locations
7811 University Pointe Drive Suite 100, Fort Myers, FL 33907 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Fort Myers | FL | 04/2014 | Present |
2. *407798 - Trust; Investment related -Yes; Fort Myers, Florida; Successor Trustee; 05/2015; During business hours: 0; After business hours: 0; 3. *408071 - Trust; Investment related -Yes; Fort Myers, Florida; Successor Trustee; 05/2015; During business hours: 0; After business hours: 0; *664845- Phi Mu Fraternity - Theta Nu Chapter at Florida Gulf Coast University; Investment related: No; Fort Myers, Florida; Fraternal Organization -=- national sorority chapter at local college; Advisory Board, Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 11/2025; During business hours: 0; After business hours: 5; Business Development/Growth, Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-07 |
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