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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-10 |
| FL | RA | APPROVED | 2022-11-02 |
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 |
|---|---|---|---|---|
| Ubs Financial Services | Ft Myers | FL | 12/2021 | 09/2022 |
| Td Bank | Naples | FL | 02/2021 | 12/2021 |
| Wells Fargo | Naples | FL | 04/2018 | 02/2021 |
| La Quinta Inn And Suites | Naples | FL | 03/2017 | 02/2018 |
| Florida Southwester State College | Naples | FL | 06/2016 | 03/2017 |
| Morgan Stanley | Naples | FL | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-01 |
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