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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-07-20 |
| TX | RA | APPROVED | 2026-07-20 |
Branch Locations
250 Fillmore Street Suite 104, Denver, CO 80206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palm Beach | FL | 12/2018 | 06/2026 |
| Boca Woods Country Club | Boca Raton | FL | 04/2018 | 12/2018 |
| Lighthouse Point Yacht And Racquet Club | Lighthouse Point | FL | 08/2015 | 04/2018 |
| Florida Atlantic University | Boca Raton | FL | 08/2015 | 05/2019 |
| Morgan Stanley | Denver | CO | 06/2026 | Present |
*702742 - N/A - unincorporated Vending Machines (as of yet); Investment related: No; Northglenn, Colorado; Retail/Online Stores; Partner (proprietor, partner, officer, director, employee, trustee, agent); 01/2026; During business hours: 0; After business hours: 8; Administrative, Business Development/Growth, Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-05 |
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