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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-16 |
| TX | RA | APPROVED | 2025-06-13 |
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 |
|---|---|---|---|---|
| Burger King | Wesley Chapel | FL | 05/2017 | 03/2018 |
| Taco Bell | Wesley Chapel | FL | 06/2017 | 08/2017 |
| Subway | Wesley Chapel | FL | 03/2018 | 03/2018 |
| Amicis Pizza And Deli | Wesley Chapel | FL | 04/2018 | 05/2020 |
| Hillsborough County Parks And Recreation | Tampa | FL | 05/2020 | 10/2023 |
| Cypres Creek High School | Wesley Chapel | FL | 08/2017 | 05/2020 |
| Wiregrass Ranch High School | Wesley Chapel | FL | 08/2016 | 06/2017 |
| Hillsborough Community College | Tampa | FL | 07/2022 | 11/2022 |
| Pasco Hernando State College | Wesley Chapel | FL | 01/2022 | 05/2022 |
| Quest Diagnostics | Wesley Chapel | FL | 03/2023 | 10/2023 |
| Fidelity Investments | Jacksonville | FL | 10/2023 | 02/2025 |
| Morgan Stanley | Tampa | FL | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-08 |
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