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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2025-04-22 |
| TX | RA | APPROVED_RES | 2024-05-09 |
| NV | RA | APPROVED | 2024-05-08 |
Branch Locations
10801 W. Charleston Blvd Suite 120, Las Vegas, NV 89135 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Las Vegas | NV | 02/2013 | 05/2024 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 05/2024 |
| Raymond James & Associates, Inc. | Las Vegas | NV | 05/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
(1) Name of Business: Address: 8226 Crow Valley, Las Vegas, NV, 89113, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 05/25/2012 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: own the property and have to send leases and repairs
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-07-21 |
| S65 | Uniform Investment Adviser Law Examination | 2008-07-16 |
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