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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-07 |
| FL | RA | APPROVED | 2024-11-22 |
Branch Locations
350 East Las Olas Boulevard Suite 1500, Fort Lauderdale, FL 33301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Tampa | FL | 07/2024 | 07/2024 |
| New York Yankees | Tampa | FL | 06/2019 | 09/2022 |
| Papa Johns | Tampa | FL | 06/2021 | 08/2021 |
| Florida State University | Tampa | FL | 05/2020 | 05/2024 |
| Full Time Education | Tampa | FL | 01/2012 | 05/2020 |
| Unemployed | Tampa | FL | 06/2020 | 06/2021 |
| Morgan Stanley | Tampa | FL | 11/2024 | Present |
| Unemployed | Tampa | FL | 08/2024 | 10/2024 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-12-30 |
| S65 | Uniform Investment Adviser Law Examination | 2024-06-20 |
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