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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-10-03
FL RA APPROVED 2023-08-17
  • TX RA
    APPROVED
    Since 2023-10-03
  • FL RA
    APPROVED
    Since 2023-08-17

Branch Locations

250 Park Avenue South Suite 500, Winter Park, FL 32789 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Winter Park FL 06/2023 Present
Self Winter Park FL 04/2017 05/2023
Grant Thornton, Llp Dallas TX 02/2013 04/2017
Morgan Stanley Private Bank, N.A New York NY 07/2023 Present
  • 06/2023 → Present
    Winter Park, FL
  • 04/2017 → 05/2023
    Self
    Winter Park, FL
  • 02/2013 → 04/2017
    Grant Thornton, Llp
    Dallas, TX
  • 07/2023 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Other Businesses

*558572 - Sports Card Buying & Selling; Investment related- Yes; Winter Park, Florida; Sports Card Buying & Selling; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 02/2021; During business hours: 0; After business hours: 5; Administrative, Sales/Marketing, Accounting/Bookkeeping

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-16
  • S66 Uniform Combined State Law Examination
    2023-08-16

View on SEC IAPD

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