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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-04-15 |
Branch Locations
1421 Pine Ridge Road Suite 300, Naples, FL 34109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Naples | FL | 05/2005 | 04/2022 |
| Morgan Stanley Smith Barney | Naples | FL | 06/2009 | 04/2022 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 04/2022 |
| Raymond James & Associates, Inc. | Naples | FL | 04/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
(1)Name of Business: Villas of Wilshire Lakes Homeowners Association Address: 9498 Wilshire Lakes Blvd, Naples, FL, 34109, United States Activity Type: Non profit Position/Title: Officer - Vice President, Officer - Treasurer, Board Member Investment Related: Yes Start Date: 01/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Treasurer and vice-president of small HOA. Conduct business on behalf of association
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-04 |
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