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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-30 |
| TX | RA | APPROVED_RES | 2019-06-18 |
| PA | RA | APPROVED | 2019-06-12 |
Branch Locations
2003 S. Easton Road Suite 100, Doylestown, PA 18901 • United States
North Wales, PA • United States
Burt Lake , MI • 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 | Doylestown | PA | 06/2009 | 06/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 06/2019 |
| Raymond James & Associates, Inc. | Doylestown | PA | 06/2019 | Present |
1) DELAWARE VALLEY COLLEGE; ADJUNCT PROFESSOR IN THE GRADUATE STUDIES COLLEGE - MBA PROGRAMS; 6 HOURS AFTER BUSINESS; 0 DURING BUSINESS; 01/2013
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-19 |
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