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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-03-03 |
| TX | RA | APPROVED | 2025-02-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Lafayette | LA | 11/2020 | 02/2025 |
| The Gleason Group | Lafayette | LA | 11/2019 | 10/2020 |
| Go Co Realty | Lakewood | CO | 05/2018 | 10/2019 |
| Homemaker | Golden | CO | 05/2015 | 04/2018 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2021 | 02/2025 |
| Raymond James & Associates, Inc. | Lafayette | LA | 02/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-12 |
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