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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-23 |
| FL | RA | APPROVED | 2023-08-22 |
Branch Locations
250 Park Avenue South Suite 500, Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 06/2022 | 04/2023 |
| Walt Disney World | Lake Buena Vista | FL | 02/2020 | 06/2022 |
| Island H20 | Kissimmee | FL | 07/2019 | 03/2021 |
| N/A | Davenport | FL | 09/2012 | 07/2019 |
| Morgan Stanley | Winter Park | FL | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-30 |
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