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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-28 |
| TX | RA | APPROVED | 2023-11-27 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Orlando | FL | 04/2015 | 11/2023 |
| Bank Of America, N.A. | Orlando | FL | 08/2015 | 11/2023 |
| Morgan Stanley Smith Barney Llc | Orlando | FL | 11/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2023 | Present |
*586565 - West Orange County Lacrosse Club; Investment Related - No; WINDERMERE, Florida; Sports; Board Member(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 09/2023; During Business Hours: 0; After Business Hours: 20; Keep parents and the board connected about activities, schedules, and events
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-21 |
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