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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2021-03-10 |
| TX | RA | APPROVED_RES | 2021-02-23 |
Branch Locations
2150 Post Road Suite 402, Fairfield, CT 06824 • United States
2150 Post Road Suite 402, Fairfield, CT 06824 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Fairfield | CT | 12/2015 | 02/2021 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2016 | 02/2021 |
| Raymond James Financial Services, Inc. | Fairfield | CT | 02/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Fairfield | CT | 02/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2015 | Present |
| Boston Harbor Wealth Advisors | Fairfield | CA | 02/2021 | 10/2022 |
| The Ist Group | Fairfield | CT | 02/2021 | Present |
(1)Name of Business: Greenfield Hill Wealth Management Address: 2150 Post Rd Ste 402, Fairfield, CT, 06824-5669, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/25/2025 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (2)Name of Business: The IST Group Address: 2150 Post Rd Ste 402, Fairfield, CT, 06824, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/11/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor - Senior Vice President
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2008-01-07 |
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