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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-01 |
| FL | RA | APPROVED | 2025-08-18 |
Branch Locations
595 South Federal Highway Suite 400, Boca Raton, FL 33432 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Palm Beach Gardens | FL | 07/2025 | Present |
| Centerville High School | Centerville | OH | 08/2017 | 05/2021 |
| Indiana University | Bloomington | IN | 08/2021 | 05/2022 |
| City Of Centerville | Centerville | OH | 05/2022 | 08/2022 |
| Indiana University | Bloomington | IN | 08/2022 | 05/2023 |
| Baird | Miamisburg | OH | 05/2023 | 08/2023 |
| Indiana Universty | Bloomington | IN | 08/2023 | 05/2024 |
| Charles Schwab | Phoenix | AZ | 06/2024 | 08/2024 |
| Indiana University | Bloomington | IN | 08/2024 | 05/2025 |
| Guided Financial Advisors | West Palm Beach | FL | 01/2025 | 06/2025 |
| Magsig Middle School | Centerville | OH | 08/2014 | 05/2017 |
*655943- Uber; Investment related: No; Boynton Beach, Florida; Automotive/Transportation; Delivery Driver (proprietor, partner, officer, director, employee, trustee, agent); 01/2022; During business hours: 0; After business hours: 5; 3rd party delivery service *655945- Instacart; Investment related: No; Boynton Beach, Florida; Delivery service; Delivery Driver (proprietor, partner, officer, director, employee, trustee, agent); 01/2022; During business hours: 0; After business hours: 5; 3rd party delivery service *655946- Grubhub; Investment related: No; Boynton Beach, Florida; Delivery service; Delivery Driver (proprietor, partner, officer, director, employee, trustee, agent); 01/2023; During business hours: 0; After business hours: 5; 3rd party delivery service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-14 |
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