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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-08-11 |
| TX | RA | APPROVED | 2023-08-11 |
Branch Locations
1575 Corporate Woods Pkwy., Uniontown, OH 44685 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Akron | OH | 08/2013 | 08/2023 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 08/2023 |
| Raymond James Financial Services, Inc. | Uniontown | OH | 08/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Uniontown | OH | 08/2023 | Present |
| The Brenneman Group | Uniontown | OH | 08/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
(1Name of Business: Bull Run Ventures LLC Address: 1066 BRIGANTINE AVE, UNIONTOWN, OH, 44685, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 05/06/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Creating an LLC to purchase property to build an office building for our Raymond James practice.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-25 |
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