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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-10-27 |
| TX | RA | APPROVED | 2022-10-27 |
Branch Locations
601 E Atlantic Ave, Delray Beach, FL 33483 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Boca Raton | FL | 05/2014 | 10/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boca Raton | FL | 10/2022 | Present |
| Bank Of America, N.A. | Delray Beach | FL | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-21 |
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