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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-06-11 |
| TX | RA | APPROVED_RES | 2019-06-11 |
Branch Locations
2003 S. Easton Road Suite 100, Doylestown, PA 18901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Doylestown | PA | 06/2009 | 06/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2016 | 06/2019 |
| Raymond James & Associates | Doylestown | PA | 06/2019 | Present |
1. VETERAN'S OF FOREIGN WARS MEMBER. 2. St Johns Methodist Church; Not Investment related; Auditor; Church; 01/2017; During business hours: 0, After business hours: 1
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-02-05 |
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