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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-09-20 |
Branch Locations
500 Dallas Street Suite 3400, Houston, TX 77002 • United States
Montgomery, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Houston | TX | 11/2009 | 09/2019 |
| Raymond James And Associates, Inc | Houston | TX | 09/2019 | Present |
(1)Name of Business: Lake Creek Royals Booster Club Address: 136 Bushmallow Court , Montgomery , TX, 77316, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Board Member Investment Related: Yes Start Date: 05/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I was asked to be the treasurer for my daughters high school dance team for the 2024/2025 school year. The treasurer would keep record of all finances, collect and deposit checks, write checks and deliver monthly reports to the dance team booster club members about current financial standings. (2)Name of Business: Madison Lane Studios Address: 136 Bushmallow Ct , Montgomery , TX, 77316, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 10/01/2008 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Photography Business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-27 |
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