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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-12 |
| WY | RA | APPROVED | 2025-11-10 |
Branch Locations
20 South Main Street, Sheridan, WY 82801 • United States
Buffalo, WY • United States
3600 Minnesota Drive Suite 790, Edina, MN 55435 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Sheridan | WY | 04/2015 | 11/2025 |
| Raymond James & Associates Inc. | Buffalo | WY | 11/2025 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 06/2015 | 11/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-27 |
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