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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-03 |
| WA | RA | APPROVED | 2022-01-31 |
Branch Locations
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 | Kirkland | WA | 03/2013 | 01/2022 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 01/2022 |
| Raymond James Financial Services Inc | Everett | WA | 01/2022 | Present |
| Raymond James Financial Services Advisors | Everett | WA | 01/2022 | Present |
(1)Name of Business: Address: 818 72nd Dr SE, Lake Stevens, WA, 98258, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 12/01/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: me and Kandice, my wife, are maintaining our property, and finding rentors for short term stays, private parties, who are nurse contractors for the local hospital (2) Name of Business: Constellation Wealth Services Address: 1604 Hewitt Ave Ste 311, Everett, WA, 98201-3536, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: Yes Start Date: 01/20/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Managing client accounts and providing financial advice, and operating and directing company operations in affiliation with Raymond James
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2003-08-07 |
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