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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-04 |
| TX | RA | APPROVED_RES | 2024-10-03 |
Branch Locations
2 North Tamiami Trail Suite 1100, Sarasota, FL 34236 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Naples | FL | 05/2015 | 08/2018 |
| Bank Of America, N.A. | Naples | FL | 03/2016 | 08/2018 |
| Janney Montgomery Scott Llc | Naples | FL | 08/2018 | 04/2020 |
| Janney Montgomery Scott Llc | Sarasota | FL | 04/2020 | 08/2021 |
| Janney Montgomery Scott Llc | Sarasota | FL | 08/2021 | 10/2024 |
| Morgan Stanley Smith Barney Llc | Sarasota | FL | 10/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-09-08 |
| S65 | Uniform Investment Adviser Law Examination | 2015-04-08 |
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