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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2021-04-30 |
| TX | RA | APPROVED | 2021-04-30 |
Branch Locations
4750 E 53Rd Street Suite 300, Davenport, IA 52807 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Davenport | IA | 04/2012 | 04/2021 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 04/2021 |
| Raymond James & Associates, Inc | Davenport | IA | 04/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2020 | Present |
Name of Business: WHITETAIL HOLLOW, LLC Address:Monmouth, IL, 61462, United States -Activity Type: Agriculture/Farming -Position/Title: Partner -Investment Related: No Start Date: 04/05/2012 -Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Operate our family farm with my mother and siblings.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-03 |
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