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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-07-23 |
| FL | RA | APPROVED | 2018-07-03 |
Branch Locations
8889 Pelican Bay Boulevard Suite 300, Naples, FL 34108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Granite Associates, Lp | Naples | FL | 12/2017 | 05/2018 |
| Merrill Lynch | Naples | FL | 12/2016 | 01/2018 |
| Self Employed | Naples | FL | 11/2009 | Present |
| Morgan Stanley | Naples | FL | 03/2018 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 07/2018 | Present |
1. Body Crafters Inc; Not Investment related; Personal Training; Independent Contractor (proprietor, partner, officer, director, employee, trustee, agent); Nov 2009; During business hours: 0; After business hours: 5; Personal Fitness Training & Group Classes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-02 |
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