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540 Madison Ave. 9Th Floor, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-11-03 |
| FL | RA | APPROVED | 2016-11-23 |
| CT | RA | APPROVED | 2016-11-04 |
Branch Locations
2312 Wilton Drive Office 40A, Wilton Manors, FL 33305 • United States
540 Madison Ave. 9Th Floor, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co. Incorporated | Fairfield | CT | 11/2008 | 11/2016 |
| Morgan Stanley Smith Barney | Fairfield | CT | 06/2009 | 11/2016 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 11/2016 |
| Snowden Lane Partners | Hartford | CT | 12/2016 | 03/2023 |
| Snowden Lane Partners | Coral Gables | FL | 03/2023 | Present |
Lokation Real Estate - Real Estate Agent; non-investment related, one hour per month, refer clients; paid commission.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-28 |
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