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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-29 |
| FL | RA | APPROVED | 2026-05-21 |
Branch Locations
2 North Tamiami Trail Suite 1100, Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rotech | Murfreesboro | TN | 04/2022 | 08/2022 |
| Ubs Securities Llc | Nashville | TN | 08/2022 | 02/2026 |
| Middle Tennessee State University | Murfreesboro | TN | 08/2016 | 08/2021 |
| Stones River Country Club | Murfreesboro | TN | 11/2021 | 03/2022 |
| Morgan Stanley | Sarasota | FL | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-07 |
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