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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-07-28 |
| GA | RA | APPROVED | 2023-07-24 |
| TX | RA | APPROVED | 2023-07-21 |
Branch Locations
350 East Las Olas Boulevard Suite 1500, Fort Lauderdale, FL 33301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, Na | Fort Lauderdale | FL | 07/2022 | 01/2023 |
| Jpmorgan Securities Llc | Fort Lauderdale | FL | 07/2022 | 01/2023 |
| Charles Schwab | Orlando | FL | 06/2021 | 08/2021 |
| Berkowitz Pollack Brant Cpa And Advisors | Fort Lauderdale | FL | 07/2020 | 08/2020 |
| University Of Florida | Gainesville | FL | 08/2016 | 12/2021 |
| University Of Florida | Gainesville | FL | 01/2022 | 06/2022 |
| Morgan Stanley | Fort Lauderdale | FL | 07/2023 | Present |
| Unemployed | Fort Lauderdale | FL | 01/2023 | 07/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-02 |
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