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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-02 |
| FL | RA | APPROVED | 2019-02-13 |
Branch Locations
2701 Sw 34Th Street Building 100, Ocala, FL 34474 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Ocala | FL | 09/1997 | 02/2019 |
| Morgan Stanley Smith Barney | Ocala | FL | 06/2009 | 02/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 02/2019 |
| Raymond James & Associates, Inc. | Ocala | FL | 02/2019 | Present |
(1)Name of Business: Blessed Trinity Catholic Church Address: 5 se 17th st, ocala, FL, 34471, United States Activity Type: Religious Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 04/18/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Volunteer/ Lay person assists Pastor and ministry heads with budgetary oversight,. - No investments, only budgeting
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-12-02 |
| S65 | Uniform Investment Adviser Law Examination | 1997-12-02 |
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