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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-04 |
| TX | RA | APPROVED | 2026-07-20 |
Branch Locations
3109 W Dr Martin Luther King Jr Blvd Ste 600, Tampa, FL 33607 • United States
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Tampa | FL | 09/2011 | 05/2024 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 05/2024 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 05/2024 |
| Morgan Stanley | Tampa | FL | 09/2011 | 05/2024 |
| Fidelity Investments | Clearwater | FL | 05/2024 | 05/2026 |
| Fidelity Investments | Boston | MA | 03/2025 | 05/2026 |
| Fisher Investments | Tampa | FL | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-05 |
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