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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-09 |
| RI | RA | APPROVED | 2025-11-05 |
| FL | RA | APPROVED | 2025-10-21 |
Branch Locations
201 East Pine Street 11Th Floor, Orlando, FL 32801 • United States
One Financial Plaza 19Th Floor, Providence, RI 02903 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nbc Securities, Inc. | Maitland | FL | 07/2012 | 06/2018 |
| Independent Financial Partners | Tampa | FL | 07/2018 | 10/2025 |
| Ifp Securities Llc | Winter Park | FL | 05/2019 | 10/2025 |
| Morgan Stanley Smith Barney Llc | Providence | RI | 10/2025 | Present |
| Morgan Stanley Smith Barney Llc | Orlando | FL | 10/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 1986-05-20 |
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