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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-26 |
| TX | RA | APPROVED_RES | 2026-05-08 |
| FL | RA | APPROVED | 2026-05-04 |
Branch Locations
350 East Las Olas Boulevard Suite 1500, Fort Lauderdale, FL 33301 • United States
Ft Lauderdale, FL • United States
Patchogue, NY • United States
611 East Main Street, Riverhead, NY 11901 • 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Boca Raton | FL | 10/2012 | 05/2026 |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2026 | Present |
| J.P. Morgan Chase Bank, N.A. | Boca Raton | FL | 09/2010 | 05/2026 |
| Morgan Stanley Smith Barney Llc | Fort Lauderdale | FL | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-02 |
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