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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-10-02 |
| FL | RA | APPROVED | 2023-09-05 |
Branch Locations
250 Park Avenue South Suite 500, Winter Park, FL 32789 • United States
4050 West Boy Scout Boulevard, Tampa, FL 33607 • United States
Altamonte Springs, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottsdale Securities, Inc. | Winter Park | FL | 07/1995 | 03/2018 |
| E*Trade Securities Llc | Orlando | FL | 12/2018 | 08/2019 |
| E*Trade Capital Management Llc | Orlando | FL | 12/2018 | 08/2019 |
| None | Altamonte Springs | FL | 03/2018 | 12/2018 |
| E*Trade Securities Llc | Winter Park | FL | 08/2019 | 09/2023 |
| E*Trade Capital Management, Llc | Winter Park | FL | 08/2019 | 09/2023 |
| Morgan Stanley | Tampa | FL | 01/2023 | Present |
| Morgan Stanley | Winter Park | FL | 09/2023 | 09/2023 |
| Morgan Stanley | Winter Park | FL | 09/2023 | 09/2023 |
1. Name: Campaholics, LLC. d/b/a Campaholics Club 2. Investment-related: No 3. Address: 320 Pinestraw Circle Altamonte Springs, FL 32714 4. Nature: Ecommerce gift sales 5. Position: Manager 6. Start Date: 9/22/2018 7. Approx. number of hrs/mth devoted to the other business: 20 8. Number of hrs devoted during securities trading hrs: 0 9. Duties: Operation, website management maintenance, advertising, business management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-29 |
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