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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-01-23 |
| TX | RA | APPROVED_RES | 2020-07-14 |
| FL | RA | APPROVED | 2018-04-24 |
Branch Locations
120 S Riverside Plaza Suite 700, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | New York | NY | 05/2015 | 09/2016 |
| Morgan Stanley | Los Gatos | CA | 09/2016 | 04/2018 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 10/2016 | 04/2018 |
| Raymond James & Associates | Chicago | IL | 04/2018 | Present |
(1)Name of Business: Address: 2654 Midnight Pearl Dr, Sarasota, FL, 34240, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 12/09/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Renting out home (2)Name of Business: 2OMNI5 LLC Address: 5545 Tripoli Dr, Palmetoo, FL, 34221, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 12/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (3)Name of Business: ACG Chicago Address: 120 S Riverside Plz Ste 700, Chicago, IL, 60606-3949, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Committee Member Investment Related: No Start Date: 04/28/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Next Gen Committee-Help to bring Chicago next gen leaders in finance together.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-08 |
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