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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-11-04 |
| MI | RA | APPROVED | 2018-02-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Farmington Hills | MI | 04/2015 | 02/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 05/2015 | 02/2018 |
| Raymond James Financial Services, Inc. | Plymouth | MI | 02/2018 | Present |
| Raymond James Financial Services Advisors, Inc. | Plymouth | MI | 02/2018 | Present |
Family Legacy Wealth Partners Address: Plymouth, MI Nature of the Business: Support Company/DBA (Owner) Position/Title: Owner Investment Related: No Start Date: 02/16/2018 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Financial Advisor, Branch Manager, Owner.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2007-02-05 |
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