Best Investors Account Sign in
Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-27
TX RA APPROVED 2026-08-26
  • FL RA
    APPROVED
    Since 2026-08-27
  • TX RA
    APPROVED
    Since 2026-08-26

Branch Locations

50 A1A North, Suite 112, Ponte Vedra Beach, FL 32082 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tiffany & Co. Beverly Hils CA 10/2017 02/2018
Morgan Stanley Smith Barney Llc Fort Lauderdale FL 02/2018 07/2025
Unemployed Los Angeles CA 03/2016 10/2017
Morgan Stanley Ponte Vedra Beach FL 08/2026 Present
Retired St Johns FL 07/2025 01/2026
Keller Williams St Johns Florida St. Johns FL 01/2026 08/2026
Alpha Wealth Management Consulting St Johns FL 01/2026 07/2026
  • 10/2017 → 02/2018
    Tiffany & Co.
    Beverly Hils, CA
  • 02/2018 → 07/2025
    Morgan Stanley Smith Barney Llc
    Fort Lauderdale, FL
  • 03/2016 → 10/2017
    Unemployed
    Los Angeles, CA
  • 08/2026 → Present
    Ponte Vedra Beach, FL
  • 07/2025 → 01/2026
    Retired
    St Johns, FL
  • 01/2026 → 08/2026
    Keller Williams St Johns Florida
    St. Johns, FL
  • 01/2026 → 07/2026
    Alpha Wealth Management Consulting
    St Johns, FL
Previous Registrations
  • 2018-02-28 → 2025-07-18
    St. John's, FL
    St. John's, FL
    Beverly Hills, CA
    Boca Raton, FL
    Aventura, FL
    Fort Lauderdale, FL
    Boca Raton, FL
    Boca Raton, FL
    Fort Lauderdale, FL
  • 2007-04-26 → 2016-04-27
    Weehawken, NJ
    Coral Gables, FL
    Greenwich, CT
    Weehawken, NJ
    Los Angeles, CA
  • 2005-12-02 → 2007-04-18
    Purchase, NY
    White Plains, NY
  • 2005-04-07 → 2005-05-03
    Chase Investment Services Corp.
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-03-27
S65 Uniform Investment Adviser Law Examination 1999-11-03
S63 Uniform Securities Agent State Law Examination 1999-10-22
  • S66 Uniform Combined State Law Examination
    2006-03-27
  • S65 Uniform Investment Adviser Law Examination
    1999-11-03
  • S63 Uniform Securities Agent State Law Examination
    1999-10-22
Other Names
  • Claudia Diane Barbera
  • Claudia D. Glynn
  • Claudia Diane Glynn

View on SEC IAPD

More in Ponte Vedra Beach, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor