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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-07 |
| FL | RA | APPROVED | 2025-10-30 |
Branch Locations
150 Second Avenue North Suite 1400, St. Petersburg, FL 33701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oakbrook Swim Club | Ky | KY | 05/2016 | 09/2017 |
| Insight Global | Al | AL | 09/2023 | 11/2023 |
| Skyline Chili | Ky | KY | 01/2018 | 01/2021 |
| Indian Hills Country Club | Al | AL | 10/2021 | 02/2023 |
| Fidelity Investments | Covington | KY | 07/2024 | 08/2025 |
| Drake'S | Ky | KY | 05/2021 | 06/2024 |
| Insight Global | Oh | OH | 06/2023 | 07/2023 |
| Ups | Richwood | KY | 05/2021 | 05/2021 |
| Full-Time Education | Tuscaloosa | AL | 02/2021 | 05/2021 |
| Unemployed | Florence | KY | 10/2017 | 12/2017 |
| Fidelity Investments | Covington | KY | 08/2025 | 08/2025 |
| Morgan Stanley | St Petersburg | FL | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-11 |
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