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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-17 |
| TX | RA | APPROVED | 2025-01-16 |
Branch Locations
1421 Pine Ridge Road Suite 300, Naples, FL 34109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Naples | FL | 06/2009 | 01/2025 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 01/2025 |
| Raymond James & Associate | Naples | FL | 01/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
Neighborhood Health Clinic, Inc.; Non Investment related; Naples, FL; Private Foundation; Board of Directors and Finance Committee Member; Oct/2017; During business hours: 0; After business hours: 1; Health care services for the low-income working uninsured in Collier County
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 1989-04-26 |
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