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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-09 |
| FL | RA | APPROVED | 2025-07-28 |
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 |
|---|---|---|---|---|
| Fisher Investments | Tampa | FL | 02/2024 | 02/2025 |
| Total Quality Logistics | Tampa | FL | 06/2023 | 12/2023 |
| Quiet Storm Surf Shop | Ocean City | MD | 04/2013 | 06/2023 |
| Morgan Stanley Smith Barney Llc | Tampa | FL | 07/2025 | Present |
| Unemployed | Tampa | FL | 03/2025 | 06/2025 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-09-05 |
| S65 | Uniform Investment Adviser Law Examination | 2024-06-20 |
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