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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-06-17 |
| FL | RA | APPROVED | 2024-09-30 |
| TX | RA | APPROVED_RES | 2024-09-30 |
Branch Locations
Fort Myers, FL • United States
12800 University Drive Suite 500, Fort Myers, FL 33907 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Aventura | FL | 03/2014 | 03/2018 |
| Raymond James And Associates, Inc | Miami | FL | 08/2019 | 10/2022 |
| Suntrust/Genspring | Bal Harbour | FL | 04/2019 | 08/2019 |
| Traveled & Studied For Cima Designation At Yale University. | Miami | FL | 03/2018 | 04/2019 |
| Ubs Financial Services, Inc. | Fort Myers | FL | 09/2024 | Present |
| Unemployed | Miami | FL | 11/2022 | 07/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 2010-01-12 |
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