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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-06-25 |
| FL | RA | APPROVED | 2019-01-03 |
| PA | RA | APPROVED | 2018-11-29 |
| TX | RA | APPROVED_RES | 2018-11-29 |
Branch Locations
100 N 18Th St 22Nd Fl Two Logan Square, Philadelphia, PA 19103 • United States
1701 Rickenbacker Dr Ste 101, Sun City Center, FL 33573 • United States
Wimauma, FL • United States
Ocean City, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Philadelphia | PA | 06/2009 | 11/2018 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 11/2018 |
| Morgan Stanley Smith Barney Llc | Boca Raton | FL | 10/2016 | 04/2018 |
| Wells Fargo Clearing Services Llc | Philadelphia | PA | 11/2018 | Present |
CO-TRUSTEE FOR FATHER'S TRUST; INV. RELATED; SUN CITY, FL; START DATE 11/2018; 10 HRS PER MONTH; LESS THAN 1 HR DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 1983-12-27 |
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