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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-01-19 |
| TX | RA | APPROVED | 2021-01-15 |
Branch Locations
525 Westpark Drive Suite 100, Peachtree, GA 30269 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Peachtree City | GA | 10/2013 | 01/2021 |
| Raymond James Financial Services, Inc. | Peachtree City | GA | 01/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Peachtree City | GA | 01/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
(1)Name of Business: Reveille Wealth Management, LLC Address: 525 Westpark Drive, Peachtree City, GA, 30269, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/15/2021 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: I am a partner in the LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-23 |
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