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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-08-12 |
| TX | RA | APPROVED_RES | 2019-05-09 |
| MD | RA | APPROVED | 2018-07-25 |
Branch Locations
2 North Tamiami Trail Suite 1100, Sarasota, FL 34236 • United States
8889 Pelican Bay Boulevard Suite 300, Naples, FL 34108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | St. Petersburg | FL | 09/2013 | 06/2018 |
| Raymond James Financial Services Advisors Inc. | St. Petersburg | FL | 03/2016 | 06/2018 |
| Morgan Stanley | Sarasota | FL | 06/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-30 |
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