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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-03-13 |
| TX | RA | APPROVED_RES | 2025-03-12 |
Branch Locations
5400 Riverside Drive Suite 201, Macon, GA 31210 • United States
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 | Macon | GA | 06/2009 | 05/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 05/2017 |
| Raymond James & Associates | Macon | GA | 05/2017 | 03/2025 |
| Stifel | Macon | GA | 03/2025 | Present |
1. Macon Fire and Police Pension Board; 700 Poplar St macon GA 31201; Oversee the Funds for beneficiaries and participants of the Macon Police & Fireman pension board; Citizen at Large - 5th member of the board; Helping give general for what is best for the Pension and Investments; 06/02/2025; 1.00hr/month; Not during securities trading hours; Investment-Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-22 |
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