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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-09-20 |
Branch Locations
500 Dallas Street Suite 3400, Houston, TX 77002 • United States
Conroe, TX • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Houston | TX | 02/2014 | 09/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 09/2019 |
| Raymond James & Associates | Houston | TX | 09/2019 | Present |
(1) Name of Business: Address: 661 Ravensworth Dr, Conroe, TX, 77302, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 04/15/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Renting the existing guest house on our home property. (2) Name of Business: Synapse Discovery Address: 661 ravensworth dr, conroe, TX, 77302, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 06/02/2025 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 am responsible for overseeing business operations, managing digital content processes, and supporting the company's strategic direction. (3) Name of Business: Two Coils LLC Address: 661 Ravensworth Dr, Conroe, TX, 77302, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 10/31/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Overseeing business activity, choosing products to sell online and manage inventory and procurement.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-10 |
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