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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2024-03-21 |
| TX | RA | APPROVED | 2024-03-21 |
Branch Locations
188 W Northern Lights Blvd. Suite 1210, Anchorage, AK 99503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2016 | 03/2024 |
| Morgan Stanley Smith Barney Llc | Anchorage | AK | 12/2015 | 03/2024 |
| Raymond James & Associates, Inc. | Anchorage | AK | 03/2024 | Present |
(1) 407845 - Anchorage East Rotary; Investment related - No; Anchorage, Alaska; Charitable; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 07/2020; During business hours: 1; After business hours: 7; Business Development/Growth (2)162521 - Rental Property; Investment related Yes; Anchorage, Alaska; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 04/2013; During business hours: 2; After business hours: 6; Property Management (3)Name of Business: Address: 25819 Berryhill Rd, Eagle River, AK, 99577, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 04/18/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is a rental duplex that I own and manage.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-09 |
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