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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-08-15 |
| FL | RA | APPROVED | 2023-05-31 |
Branch Locations
2333 Ponce De Leon Blvd. Suite 500, Coral Gables, FL 33134 • United States
Beaver Creek, CO • United States
Coral Gables, FL • 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 | Coral Gables | FL | 07/2010 | 05/2023 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 05/2023 |
| Raymond James & Associates | Coral Gables | FL | 05/2023 | Present |
(1)Name of Business: LRN & MJS LLC Address: 120 S Prospecr Dr , Coral Gables, FL, 33133, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 02/01/2010 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: File taxes and corp fees (2)Name of Business: LRNM LLC Address: 120 S. Prospect Dr, Coral Gables, FL, 33133, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 08/20/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: File taxes and pay expenses. (3)Name of Business: LRNM LLC Address: 180 Offerson Rd Unit 27, Beaver Creek, CO, 81620, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/20/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Non (4)Name of Business: RBSLQ LLC Address: 120 S. Prospect Dr, Coral Gables, FL, 33133, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 09/30/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: LLC Created for a Private placement
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-08-18 |
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