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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 01/2020 | 10/2024 |
| Dp Jv Limited | London | 09/2016 | 12/2019 | |
| Redcrow | Mill Valley | CA | 03/2017 | 12/2019 |
| Vinobyvana | London | 09/2015 | 12/2018 | |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2020 | 10/2024 |
| Empirical Asset Management, Llc | Wellesley | MA | 11/2024 | 03/2025 |
| Raymond James & Associates Inc. | New York | NY | 03/2025 | Present |
| Infinity Constellation | New York | NY | 03/2025 | Present |
(1)Name of Business: Casita Espiritu Address: 350 W 57th , New York, NY, 10019, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/07/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Provide business coaching and marketing advice to entrepreneurs and founders.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-01 |
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