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2770 Indian River Blvd Suite 204, Vero Beach, FL 32960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-24 |
| CA | RA | APPROVED | 2024-12-22 |
Branch Locations
2770 Indian River Blvd Suite 204, Vero Beach, FL 32960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Atlanta | GA | 08/2016 | 04/2019 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 10/2016 | 04/2019 |
| Homemaker | Vero Beach | FL | 04/2019 | 03/2023 |
| Baseline Property Group | Orlando | FL | 03/2023 | 09/2023 |
| Unemployed | Vero Beach | FL | 09/2023 | 11/2024 |
| Weichert Realty Hallmark Properties | Vero Beach | FL | 11/2024 | Present |
| Professional Advisory Services, Inc. | Vero Beach | FL | 11/2024 | Present |
Weichert Realtors Hallmark Properties Non-investment 3800 20th Street Vero Beach, FL 32960 Real Estate Sales Associate 11/2024 10 hours/month all outside security trading hours Responsible for real estate listings and representing buyers of real estate
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-12 |
| S66 | Uniform Combined State Law Examination | 2016-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2006-12-11 |
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