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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-07-17 |
| FL | RA | APPROVED | 2020-07-13 |
Branch Locations
Punta Gorda, FL • United States
117 Herald Court Suite 113, Punta Gorda, FL 33950 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates Inc. | Port Charlotte | FL | 01/2015 | 07/2020 |
| Charlotte Estate Planning Council | Port Charlotte | FL | 12/2018 | Present |
| Morgan Stanley Smith Barney Llc | Punta Gorda | FL | 07/2020 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2020 | Present |
(1) Boys and Girls Clubs of Charlotte County Address: Port Charlotte, FL Nature of the Business: Board Member/Officer/Director Position/Title: Director Investment Related:No Start Date: 01/11/2012 Hours per month devoted to this business: 10 Hours per month devoted to this business during trading hours: 2 Description of duties: Customary roles and responsibilities associated with serving as a board member for a non-profit organization. Attend board meetings, events, vote on organizational decisions
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-19 |
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