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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-08-30 |
| TX | RA | APPROVED | 2021-08-27 |
Branch Locations
2 North Tamiami Trail Suite 1100, Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sarasota | FL | 12/2016 | 08/2021 |
| Bmo Harris Bank | St. Charles | IL | 08/2016 | 12/2016 |
| Bank Of America, N.A. | Sarasota | FL | 12/2016 | 08/2021 |
| Morgan Stanley Smith Barney Llc | Sarasota | FL | 08/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2021 | Present |
*473732- Firedancer Coffee Consultants; Investment related -No; Elk Grove Village, Illinois; Consulting; Role/position/job title (proprietor, partner, officer, director, employee, trustee, agent); 01/2022; During business hours: 0; After business hours: 0; No Duty or obligation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-01 |
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