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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-13 |
| FL | RA | APPROVED | 2023-06-30 |
Branch Locations
4114 Woodlands Parkway Suite 200, Palm Harbor, FL 34685 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carroll'S Building Materials, Inc. | Seminole | FL | 05/2015 | Present |
| Raymond James & Associates, Inc. | St. Petersburg | FL | 05/2015 | 10/2022 |
| Raymond James Insurance Group, Inc. | St.PEtersburg | FL | 05/2015 | 10/2022 |
| Morgan Stanley | Palm Harbor | FL | 10/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2024 | Present |
*529392 - Carroll's Building Materials; Investment related - No; St. Petersburg, Florida; Wholesale/Distribution, Construction/Engineering; Employee, Officer (proprietor, partner, officer, director, employee, trustee, agent); 01/2022; During business hours: 0; After business hours: 3; Accounting/Bookkeeping
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-05 |
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