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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-07 |
| TX | RA | APPROVED | 2025-08-06 |
Branch Locations
50 North Laura Street Suite 2000, Jacksonville, FL 32202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triago Americas, Inc. | New York | NY | 01/2022 | 11/2024 |
| Triago Americas, Inc. | New York | NY | 09/2021 | 01/2022 |
| Instinet Incorporated | New York | NY | 04/2017 | 10/2021 |
| Etsy, Inc. | New York | NY | 05/2016 | 01/2017 |
| None | New York | NY | 02/2017 | 03/2017 |
| Houlihan Lokey Capital, Inc. | Los Angeles | CA | 05/2024 | 11/2024 |
| Morgan Stanley | Jacksonville | FL | 07/2025 | Present |
| None | Jacksonville | FL | 12/2024 | 06/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-30 |
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