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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-04-21 |
| FL | RA | APPROVED | 2021-03-23 |
Branch Locations
4114 Woodlands Parkway Suite 200, Palm Harbor, FL 34685 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 07/2017 | 08/2018 |
| Northwestern Mutual Investment Services Llc | Tampa | FL | 01/2018 | 08/2018 |
| Blue Martini | Tampa | FL | 10/2010 | 01/2017 |
| American Income Life Insurance | Clearwater | FL | 05/2016 | 07/2017 |
| Morgan Stanley Smith Barney Llc | Palm Harbor | FL | 08/2018 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 04/2022 | Present |
*682564 - Rental Property; Investment related- Yes; Tampa, Florida; Rental Property; Other (proprietor, partner, officer, director, employee, trustee, agent); 05/2026; During business hours: 0; After business hours: 0; Property Management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-22 |
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