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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-04-15 |
| FL | RA | APPROVED | 2019-11-21 |
Branch Locations
350 East Las Olas Boulevard Suite 1500, Fort Lauderdale, FL 33301 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Newport Group Inc | Lake Mary | FL | 02/2012 | 07/2018 |
| Steven Thagard | Orlando | FL | 08/2018 | 10/2018 |
| Steven Thagard | Orlando | FL | 11/2018 | 09/2019 |
| Northwestern Mutual Investment Services Llc | Orlando | FL | 11/2018 | 09/2019 |
| Morgan Stanley | Fort Lauderdale | FL | 11/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-13 |
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