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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-12-18 |
| TX | RA | APPROVED | 2024-11-21 |
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 |
|---|---|---|---|---|
| Dreamhome Remodeling | Springfield | VA | 10/2020 | 05/2022 |
| Costar Group | Washington | DC | 10/2017 | 07/2019 |
| Bethesda Lacrosse Association | Bethesda | MD | 09/2016 | 08/2018 |
| International Granite And Stone | Oldsmar | FL | 06/2022 | 11/2023 |
| Nauticon Office Solutions | Gaithersburg | MD | 08/2019 | 09/2020 |
| Unemployed | Tampa | FL | 11/2023 | 11/2023 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 12/2023 | 08/2024 |
| Northwestern Mutual Investment Services Llc | Tampa | FL | 03/2024 | 08/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 04/2024 | 08/2024 |
| The Guardian Life Insurance Company Of America | Tampa | FL | 08/2024 | 11/2024 |
| Park Avenue Securities | Tampa | FL | 09/2024 | 11/2024 |
| Morgan Stanley | Tampa | FL | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-03 |
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