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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-02 |
| TX | RA | APPROVED | 2025-06-30 |
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 |
|---|---|---|---|---|
| Red Rocks Cafe | Huntersville | NC | 08/2024 | 02/2025 |
| Ubs | Wilmington | NC | 08/2023 | 05/2024 |
| Unemployed | Huntersville | NC | 06/2024 | 07/2024 |
| Brasserie Du Soleil | Wilmington | NC | 04/2022 | 08/2023 |
| Bonefish Grill | Wilmington | NC | 10/2021 | 01/2022 |
| Red Rocks Cafe | Huntersville | NC | 04/2019 | 04/2023 |
| University Of North Carolina Wilmington | Wilmington | NC | 08/2020 | 05/2024 |
| Dunkin' Donuts | Cornelius | NC | 08/2018 | 03/2019 |
| Lake Norman Charter High School | Huntersville | NC | 08/2016 | 06/2020 |
| Principal Securites, Inc. | Charlotte | NC | 01/2025 | 03/2025 |
| Associate Staffing | Charlotte | NC | 01/2025 | 03/2025 |
| Morgan Stanley | Tampa | FL | 06/2025 | Present |
| Unemployed | Huntersville | NC | 04/2025 | 05/2025 |
| Swim Club Management Group, Llc | Denver | NC | 06/2019 | 07/2019 |
| Mecklenburg County Council, Scouting America | Charlotte | NC | 07/2019 | 07/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-24 |
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