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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-08-14 |
| TX | RA | APPROVED | 2024-08-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 06/2018 | 04/2019 |
| Centre College | Danville | KY | 09/2014 | 05/2018 |
| Northwestern Mutual | Atlanta | GA | 06/2016 | 08/2017 |
| Bank Of America, N.A. | Atlanta | GA | 08/2018 | 04/2019 |
| Morgan Stanley | Lexington | KY | 05/2019 | 08/2024 |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2019 | 08/2024 |
| Raymond James & Associates | Lexington | KY | 08/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-19 |
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