Craig Lloyd Slater

Current Employers

Employment History

• 04/2012 → 07/2025
  Morgan Stanley Smith Barney
  Waltham, MA
• 01/2015 → 07/2025
  Morgan Stanley Private Bank, National Association
  New York, NY
• 07/2025 → Present
  Raymond James Financial Services, Inc.
  Newton Lower Falls, MA
• 07/2025 → Present
  Raymond James Financial Services Advisors, In.
  Newton Lower Falls, MA

Previous Registrations

• 2012-07-06 → 2025-07-18
  Morgan Stanley
  Waltham, MA
  Wellesley, MA

Other Businesses

(1)Name of Business: LifeAmore, Inc. Address: 20 Lantern Road, Framingham, MA, 01702-5538, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board Investment Related: No Start Date: 06/15/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Participate in quarterly meetings via Zoom, conf call or in-person.\nConsult with Company personnel by phone or e-mail as needs arise.\nProvide strategic introductions to potentially useful technologies, strategic partners, sites/facilities, hospitals/clinics, physicians/practitioners who could become partners, hubs for patient referrals, or be a catalyst to LifeAmore’s growth plans.\nReview and comment on specific Company collateral/materials or initiatives, and champion the brand and initiatives (2)Name of Business: North Atlantic Investment Partners LLC Address: 2345 Washington St Ste 101, Newton Lower Falls, MA, 02462-1458, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/17/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: DBA name

Exams

• S66 Uniform Combined State Law Examination
  2012-07-05
• S63 Uniform Securities Agent State Law Examination
  2001-09-21