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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-09-06 |
| TX | RA | APPROVED | 2022-09-02 |
Branch Locations
50 North Laura Street Suite 2000, Jacksonville, FL 32202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Jacksonville | FL | 03/2012 | 09/2022 |
| Morgan Stanley Smith Barney Llc | Jacksonville | FL | 09/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2022 | Present |
Uptown Civitan Jacksonville / PO Box 10266, Jacksonville, Florida 32247 / United States / No / www.uptowncivitanjacksonville.org / Charity / lunches, volunteer activities, fundraising for local charities / Member of Board of directors / support leadership, approve club projects, attend board meetings / No / Start Date 10/1/2019
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-26 |
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