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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2022-04-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Jackson | TN | 05/2013 | 04/2022 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 04/2022 |
| Raymond James & Associates, Inc | Jackson | TN | 04/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
(1)Name of Business: Address: 850 Roy Woods Rd, Bells, TN, 38006, United States Activity Type: Other Position/Title: Author Investment Related: No Start Date: 10/24/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I wrote a devotional book in 2019. I sold a few the first year to family members. Since then, I have not sold any. I did not think about it until I googled my name and then realized it was still out there for sale on Amazon. (2)Name of Business: Arrow Athletics Address: 2715 Express Dr, Jackson, TN, 38305, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/01/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I own Arrow Athletics along with my husband. I spend about 5 hours per month in the evening or weekends reviewing expenses and income.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-10-19 |
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