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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-01-10 |
| TX | RA | APPROVED | 2025-01-10 |
Branch Locations
15341 South 94Th Avenue Suite 200, Orland Park, IL 60462 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valley National Bank Trust & Wealth Management | Tampa | FL | 04/2016 | 06/2019 |
| First American Bank Wealth Management | Tampa | FL | 06/2019 | 06/2022 |
| City National Bank | Orlando | FL | 07/2022 | 11/2024 |
| Bci Securities | Miami | FL | 05/2024 | 11/2024 |
| Morgan Stanley | Orland Park | IL | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-05-08 |
| S65 | Uniform Investment Adviser Law Examination | 2023-11-29 |
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