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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-01-23 |
| TX | RA | APPROVED_RES | 2017-01-18 |
Branch Locations
201 East Pine Street 11Th Floor, Orlando, FL 32801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Orlando | FL | 05/2013 | 01/2017 |
| Morgan Stanley | Orlando | FL | 01/2017 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2017 | Present |
*314524 - Dream II LLC; Investment related Yes; Orlando, FL; Real Estate; Passive minority owner (proprietor, partner, officer, director, employee, trustee, agent); Aug 2020; During business hours: 0; After business hours: 0. (2) Central Florida Association for Women Lawyers Address: N Orange Ave,Orlando, FL Nature of the Business: Non Profit Org. - Founder/Leadership Position/Title: Non Profit Org. - Founder/Leadership Investment Related:No Start Date: 02/20/2014 Hours per month devoted to this business: 5 Hours per month devoted to this business during trading hours: 0 Description of duties: Committee chair for holiday event of the Central Florida Association for Women Lawyers (3) Varsity Knights Leadership Council Address: 4000 Central Florida Blvd,Orlando , FL Nature of the Business: Non Profit Org. - Founder/Leadership Position/Title: Director Investment Related:No Start Date: 06/04/2013 Hours per month devoted to this business: 1 Hours per month devoted to this business during trading hours: 0 Description of duties: Plan and coordinate networking, community service, and mentorship opportunities for former and current student athletes of the University of Central Florida. Rental Property; Orlando FL; Rental; Investment related; Sole Proprietor / Owner / Partner; 01/2012; During business hours: 0; After business hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-05 |
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