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Scottsdale, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-12-10 |
| FL | RA | APPROVED | 2025-12-10 |
| TX | RA | APPROVED | 2025-03-14 |
| NY | RA | APPROVED | 2025-03-13 |
Branch Locations
1111 Lincoln Road Suite 500, Miami Beach, FL 33139 • United States
Scottsdale, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 06/2009 | 03/2025 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 03/2025 |
| Xcelsior Advisor Partners Llc | Scottsdale | AZ | 03/2025 | Present |
| The Leaders Group Inc Dba Simplicity Investments | Summit | NJ | 03/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | 11/2018 |
1) JOE HARDEE INVESTMENT MANAGEMENT LLC: INVESTMENT RELATED: MIAMI BEACH, FLORIDA: 40 HRS/WEEK DURING SECURITIES TRADING HOURS: INVESTMENT ADVISOR REPRESENTATIVE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 1987-06-29 |
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