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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-17 |
Branch Locations
500 Dallas Street Suite 3400, Houston, TX 77002 • 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 Smith Barney | Houston | TX | 06/2009 | 05/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 05/2017 |
| Rbc Capital Markets, Llc | Houston | TX | 05/2017 | 01/2025 |
| City National Bank | Houston | TX | 01/2018 | 01/2025 |
| Raymond James & Associates, Inc. | Houston | TX | 01/2025 | Present |
(1)Name of Business: Trudo Properties, LLC Address: 46509 McGill Rd, Plantersville, TX, 77363, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 11/28/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-19 |
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