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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-25 |
| FL | RA | APPROVED | 2025-05-23 |
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 |
|---|---|---|---|---|
| Florida Financial Advisors | Tampa | FL | 01/2024 | 10/2024 |
| Delta Contractors & Associates Llc | Owings Mills | MD | 01/2014 | 01/2024 |
| Fulton Bank | Hanover | MD | 05/2022 | 08/2022 |
| Delta Contractors & Associates Llc | Owings Mills | MD | 05/2024 | 03/2025 |
| Morgan Stanley | Tampa | FL | 05/2025 | Present |
*685113- Blue Hiawatha LLC; Investment related: Yes; Catonsville, Maryland; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 09/2026; During business hours: 0; After business hours: 8; Administrative
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-05-02 |
| S65 | Uniform Investment Adviser Law Examination | 2023-11-28 |
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