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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-08-18 |
| FL | RA | APPROVED | 2019-06-24 |
| GA | RA | APPROVED | 2019-06-20 |
Branch Locations
350 East Las Olas Boulevard Suite 1500, Fort Lauderdale, FL 33301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Franklin Templeton | Fort Lauderdale | FL | 06/2012 | 12/2018 |
| Unemployed | Coral Springs | FL | 01/2019 | 04/2019 |
| Morgan Stanley | Fort Lauderdale | FL | 04/2019 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2019 | Present |
*460180- Investment Property; Investment related -Yes; Davie, Florida; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 11/2021; During business hours: 0; After business hours: 1; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-15 |
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