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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2018-02-28 |
| TX | RA | APPROVED_RES | 2018-02-24 |
Branch Locations
West Hartford, CT • United States
433 South Main Street Suite 325, West Hartford, CT 06110 • United States
2 disclosure categories 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 & Co., Incorporated | Hartford | CT | 02/2008 | 02/2018 |
| Morgan Stanley Smith Barney | Hartford | CT | 06/2009 | 02/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 02/2018 |
| Raymond James & Associates, Inc. | West Hartford | CT | 02/2018 | Present |
O'DONNELL DUNN PRODUCTIONS; WEST HARTFORD, CT; PRODUCING DOCUMENTARY FILMS; 20 AFTER BUSINESS HOURS; 0 DURING BUSINESS HOURS; 03/2013
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-08 |
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