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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED | 2025-09-04 |
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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 05/2014 | 04/2017 |
| Pershing Advisor Solutions Llc | Lake Mary | FL | 05/2017 | 08/2025 |
| Pershing Llc | Lake Mary | FL | 10/2021 | 08/2025 |
| Morgan Stanley | Orlando | FL | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-24 |
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