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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-07-11 |
| TX | RA | APPROVED | 2022-07-08 |
Branch Locations
595 South Federal Highway Suite 400, Boca Raton, FL 33432 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Lauderdale | FL | 04/2017 | 07/2022 |
| Td Bank | Margate | FL | 07/2016 | 04/2017 |
| Bank Of America, N.A. | Fort Lauderdale | FL | 06/2017 | 07/2022 |
| Morgan Stanley Smith Barney Llc | Boca Raton | FL | 07/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-21 |
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