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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-19 |
| TX | RA | APPROVED | 2024-06-18 |
Branch Locations
850 South Palafox Street Suite 200, Pensacola, FL 32502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Southfield | MI | 06/2013 | 08/2019 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 08/2019 |
| Morgan Stanley | Honolulu | HI | 05/2020 | 07/2023 |
| Unemployed | Keller | TX | 08/2019 | 05/2020 |
| Morgan Stanley | Pensacola | FL | 06/2024 | Present |
| Unemployed | Pensacola | FL | 08/2023 | 05/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-10 |
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