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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-30 |
| FL | RA | APPROVED | 2024-01-03 |
Branch Locations
1200 South Pine Island Road Suite 800, Plantation, FL 33324 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cypress Bay High School | Weston | FL | 08/2014 | 08/2018 |
| University Of Central Florida | Orlando | FL | 08/2018 | 12/2021 |
| Phx Financial Services | Ft Lauderdale | FL | 02/2022 | 08/2022 |
| Morgan Stanley | Miamii | FL | 03/2023 | 07/2023 |
| Morgan Stanley | Miami | FL | 12/2022 | 03/2023 |
| - | Weston | FL | 09/2022 | 11/2022 |
| Morgan Stanley | Plantation | FL | 10/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-02 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-11 |
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