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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-13 |
| GA | RA | APPROVED | 2017-01-17 |
Branch Locations
3414 Peachtree Rd Ne Suite 550, Atlanta, GA 30326 • United States
742 Montana Rd Nw, Atlanta, GA 30327 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Atlanta | GA | 01/2003 | Present |
| Morgan Stanley & Co., Incorporated | Atlanta | GA | 04/2007 | 01/2017 |
| Morgan Stanley Smith Barney | Atlanta | GA | 06/2009 | 01/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 01/2017 |
| Raymond James & Associates, Inc | Atlanta | GA | 01/2017 | Present |
(1)Name of Business: Wiskott-Aldrich Foundation Address: 742 Montana Rd, Atlanta, GA, 30327, United States Activity Type: Non profit Position/Title: Board Member, Director, Officer - President Investment Related: Yes Start Date: 09/23/2002 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I am the founder and board chairperson for the Wiskott-Aldrich Foundation, a all-volunteer nonprofit organization providing support for families worldwide who have children suffering from Wiskott-Aldrich Syndrome, a rare, deadly genetic disease.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-08-27 |
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