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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-03-18 |
| TX | RA | APPROVED | 2025-03-13 |
Branch Locations
1747 Pennsylvania Ave Nw Ste 900, Washington, DC 20006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Washington | DC | 07/2023 | Present |
| Lululemon | Boca Raton | FL | 04/2022 | 09/2022 |
| Diocesan | Orlando | FL | 05/2018 | 07/2018 |
| Lake Highland Preparatory School | Orlando | FL | 08/2013 | 05/2017 |
| Florida State University | Tallahassee | FL | 06/2017 | 04/2021 |
| Florida Atlantic University | Boca Raton | FL | 08/2021 | 12/2022 |
| Not Employed | Orlando | FL | 01/2023 | 06/2023 |
| Not Employed | Orando | FL | 05/2021 | 07/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 2024-12-12 |
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