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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-17 |
| FL | RA | APPROVED | 2024-08-30 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Sebring | FL | 03/2020 | 08/2024 |
| Fusion Healthcare | Sebring | FL | 03/2018 | 04/2019 |
| Kids Choice Fresh Produce | Ft. Lauderdale | FL | 04/2019 | 03/2020 |
| Education | Phoenix | AZ | 04/2016 | 01/2018 |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2020 | 08/2024 |
| Raymond James & Associates, Inc. | Sebring | FL | 08/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-24 |
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