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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-05 |
| TX | RA | APPROVED_RES | 2024-11-04 |
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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Sarasota | FL | 01/2017 | 07/2023 |
| Gecko's Restaurant | Sarasota | FL | 02/2012 | 04/2018 |
| Southwest Concrete And Masonry Systems | Sarasota | FL | 08/2018 | 09/2024 |
| Baird | Sarasota | FL | 07/2023 | 09/2024 |
| Morgan Stanley | Sarasota | FL | 09/2024 | Present |
*613192 - 5428 Los Robles Ct LLC; Investment related Yes; Sarasota, Florida; Real Estate, Rental Property; Partner (proprietor, partner, officer, director, employee, trustee, agent); 06/2020; During business hours: 0; After business hours: 1; Property Management, Administrative *613193 - 4107 Via Piedra Cir LLC; Investment related Yes; Sarasota, Florida; Rental Property; Partner (proprietor, partner, officer, director, employee, trustee, agent); 06/2020; During business hours: 0; After business hours: 2; Property Management *613194 - JATA Properties LLC; Investment related Yes; Sarasota, Florida; Rental Property; Partner (proprietor, partner, officer, director, employee, trustee, agent); 06/2020; During business hours: 0; After business hours: 2; Property Management, Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-02 |
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