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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-10-28 |
| SC | RA | APPROVED | 2023-12-13 |
| TX | RA | APPROVED_RES | 2020-05-22 |
| NC | RA | APPROVED | 2019-06-06 |
| FL | RA | APPROVED | 2019-05-14 |
Branch Locations
537 Market Street, Ste. 105 1St & 3Rd Floors, Chattanooga, TN 37402 • 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 | Gainesville | FL | 06/2009 | 05/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 05/2019 |
| Raymond James & Associates, Inc. | Soddy Daisy | TN | 05/2019 | Present |
(1)Name of Business: Community Blood Hodings Address: Remote Location, Chattanooga, TN, 37379, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 03/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Review the asset allocation investment and make recommendations based on the objectives and expected market performance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-19 |
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