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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-11 |
Branch Locations
2333 Ponce De Leon Blvd. Suite 500, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Miami | FL | 04/2020 | 05/2026 |
| Bny Mellon N.A. | Miami | FL | 05/2015 | 04/2020 |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2020 | 05/2026 |
| Raymond James & Associates, Inc. | Coral Gables | FL | 05/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2020 | Present |
(1)Name of Business: Address: 485 Woodcrest Road, Key Biscayne, FL, 33149, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 05/03/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: co-own this property with my husband Stephan Lutz.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-23 |
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