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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-08-28 |
| TX | RA | APPROVED | 2023-08-25 |
Branch Locations
2333 Ponce De Leon Blvd. Suite 500, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Miami | FL | 12/2011 | 08/2023 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 08/2023 |
| Raymond James & Associates | Miami | FL | 08/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2009-07-01 |
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