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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2025-02-10 |
| TX | RA | APPROVED | 2022-12-22 |
| NJ | RA | APPROVED | 2022-11-17 |
| NY | RA | APPROVED | 2022-11-09 |
Branch Locations
61 South Paramus Road Suite 360, Paramus, NJ 07652 • United States
Grafton, VT • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Short Hills | NJ | 05/2009 | 10/2016 |
| Morgan Stanley Smith Barney Llc | New York | NY | 10/2016 | 11/2022 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 12/2016 | 11/2022 |
| Raymond James & Associates, Inc. | Paramus | NJ | 11/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2016 | Present |
(1)Name of Business: Address: 881 Putnam Forest Road, Grafton, VT, 05146, United States Activity Type: Other Position/Title: Author Investment Related: Yes Start Date: 11/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: In process of writing a book- "Capitalizing on Climates"- anticipated publish date Q1, 2026- will submit to advertising for draft reviews.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-07-05 |
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