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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-12 |
Branch Locations
1400 N. Mccoll Road Suite 101, Mcallen, TX 78501 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Mcallen | TX | 09/2013 | 06/2023 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 06/2023 |
| Raymond James & Associates | Mcallen | TX | 06/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-09 |
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