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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-12-13 |
| TX | RA | APPROVED | 2022-12-12 |
Branch Locations
2770 Nw 43Rd Street Suite B, Gainesville, FL 32606 • 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 | Tampa | FL | 06/2009 | 12/2022 |
| Stifel, Nicolaus & Company, Incorporated | Gainesville | FL | 12/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | 12/2022 |
1. Oak Hall School; 1700 SW 75th St, Gainesville, FL 32607; Education / K-12 Private School; Vice President Athletic Booster Board; Serve the President and Promote Athletics within school community and serve our student athletes; 08/01/2023; 4 Hours per Month; Not during securities trading hours; Not investment-related 2. Rental Property / Self Fontainbleau Terrace; 14401 Front Beach Rd Panama City Beach, FL 32413; Rental Property / Investment Real Estate; invest with my family member Tripp Carter (brother in law); We will buy rental property and use a rental company to manage property; 11/04/2025; 1hr/mth; Not during securities trading hours; Investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-13 |
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