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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-26 |
| FL | RA | APPROVED | 2025-09-22 |
Branch Locations
4050 West Boy Scout Boulevard, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Tampa | FL | 07/2025 | Present |
| Coral Oaks | Palm Harbor | FL | 02/2019 | 08/2021 |
| Upp | Clearwater | FL | 04/2022 | 08/2022 |
| Morgan Stanley | Palm Harbor | FL | 05/2023 | 08/2023 |
| Hotel Duval | Tallahassee | FL | 02/2024 | 08/2024 |
| Franklin Templeton | St. Petersburg | FL | 06/2024 | 08/2024 |
| Florida State University | Tallahssee | FL | 08/2021 | 04/2022 |
| Florida State University | Tallahssee | FL | 08/2022 | 05/2023 |
| Florida State University | Tallahassee | FL | 08/2023 | 06/2024 |
| Florida State University | Tallahassee | FL | 08/2024 | 05/2025 |
| N/A | Palm Harbor | FL | 06/2015 | 02/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-19 |
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