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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-18 |
| FL | RA | APPROVED | 2023-01-03 |
Branch Locations
220 Alhambra Circle 10Th Floor, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Miami | FL | 09/2022 | 10/2022 |
| Agronomed Pharmaceuticals | Exton | PA | 06/2021 | 08/2022 |
| Eagle Plans Inc. | Metuchen | NJ | 07/2018 | 09/2018 |
| Difarina | Westfield | NJ | 02/2017 | 06/2018 |
| Kilwins | Westfield | NJ | 12/2015 | 01/2017 |
| University Of South Carolina | Columbia | SC | 09/2018 | 08/2022 |
| Westfield High School | Westfield | NJ | 08/2016 | 05/2018 |
| Edison Intermediate School | Westfield | NJ | 09/2012 | 05/2018 |
| Morgan Stanley Smith Barney Llc | Coral Gables | FL | 12/2022 | Present |
*646067 - BridgePass Inc.; Investment related: No; Miami, Florida; Technology; Sole Proprietor/Owner, Officer (proprietor, partner, officer, director, employee, trustee, agent); 08/2025; During business hours: 0; After business hours: 20; Administrative, Business Development/Growth
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-01-20 |
| S65 | Uniform Investment Adviser Law Examination | 2022-08-12 |
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