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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-02-18 |
| TX | RA | APPROVED | 2026-02-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Huntington | WV | 11/2012 | 02/2026 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 02/2026 |
| Raymond James & Associates, Inc. | Ashland | KY | 02/2026 | Present |
(1)Name of Business: Address: 6494 Cannonsburg Rd, Catlettsburg, KY, 41129, United States Activity Type: Agriculture/Farming Position/Title: Owner/Proprietor Investment Related: No Start Date: 03/30/2026 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I am working on developing the farm for future cattle use. Activities include land clearing, brush cleanup and developing roadway access throughout the property. I'm also doing timber management to increase the timber value on my property. During the early stages we will be doing more select cuts and in future years we will continue to increase the amount of trees we harvest yearly.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-25 |
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