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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-05-11 |
| FL | RA | APPROVED | 2020-05-04 |
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 | Tampa | FL | 02/2010 | 05/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 05/2020 |
| Raymond James And Associates | Trinity | FL | 05/2020 | Present |
(1)Name of Business: Condo Beach Rentals LLC Address: 19014 Shipwheel Way, Land O Lakes, FL, 34638, United States Activity Type: Business Owner Position/Title: Other Investment Related: No Start Date: 08/04/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My father owns timeshares and typically rents some of them out in order to pay for the ones that he uses. He has them in an LLC so that he can pass them on to my mother, my brother, and myself in the event he passes away. I do not have any dealings with the LLC other than being labeled a title member of the LLC. I do not speak to anyone, handle money, write checks or anything with this. It is solely so I can inherit the timeshares. I have never been compensated or received any rental income. (2)Name of Business: Condo Beach Rentals LLC Address: 19011 Chislehurst Dr, Land O Lakes, FL, 34638, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 08/04/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My father owns timeshares and typically rents some of them out in order to pay for the ones that he uses. He has them in an LLC so that he can pass them on to my mother, my brother, and myself in the event he passes away. I do not have any dealings with the LLC other than being labeled a title member of the LLC. I do not speak to anyone, handle money, write checks or anything with this. It is solely so I can inherit the timeshares.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2006-01-23 |
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