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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-07 |
| FL | RA | APPROVED | 2018-06-14 |
Branch Locations
832 Lake Sumter Landing, The Villages, FL 32162 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Everbank | Jacksonville | FL | 01/2017 | 07/2017 |
| Morgan Stanley Smith Barney Llc | The Villages | FL | 02/2018 | Present |
| Student | Jacksonville | FL | 08/2015 | 12/2016 |
| Student | Jacksonville | FL | 07/2017 | 02/2018 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 05/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-13 |
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