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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-10-07 |
| TX | RA | APPROVED | 2025-10-06 |
Branch Locations
3414 Peachtree Rd Ne Suite 550, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Atlanta | GA | 02/2011 | 09/2017 |
| Morgan Stanley | Atlanta | GA | 09/2017 | 10/2025 |
| Morgan Stanley Private Bank, National Association | New York | NY | 09/2017 | 10/2025 |
| Raymond James & Associates | Atlanta | GA | 10/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2017 | 10/2025 |
(1) Name of Business: Quincy's Happy Place LLC Address: 931 Blalock Lakes Drive, Newnan, GA, 30263, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/23/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Single family home that will be a short term rental (2) Name of Business: The Schenck School Address: 282 Mt Paran Rd, Atlanta, GA, 30327, United States Activity Type: Non-profit Position/Title: Board Member, Finance/Investment Committee Member, Subcommittee Member Investment Related: Yes Start Date: 10/05/2025 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Board Member, operating committee member, finance committee member
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-13 |
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