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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-04-08 |
| FL | RA | APPROVED | 2018-02-16 |
Branch Locations
8889 Pelican Bay Boulevard Suite 300, Naples, FL 34108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Bonita Springs | FL | 05/2015 | 02/2018 |
| Independent Financial Partners | Bonita Springs | FL | 06/2016 | 02/2018 |
| Morgan Stanley | Naples | FL | 02/2018 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2018 | Present |
*501360 - Fish 239 LLC; Investment related-Yes; Naples, Florida; Recreation; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2022; During business hours: 0; After business hours: 25; Labor/Service *661468 - Glades Partners LLC; Investment related: Yes; Naples, Florida; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 09/2025; During business hours: 0; After business hours: 0; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-01 |
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