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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-04-08 |
Branch Locations
14850 N. Scottsdale Road Suite 155, Scottsdale, AZ 85254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Phoenix | AZ | 07/2018 | 08/2021 |
| Us Bank | Scottsdale | AZ | 03/2016 | 06/2018 |
| Rbc Capital Markets, Llc | Phoenix | AZ | 09/2021 | 03/2024 |
| Raymond James & Associates | Scottsdale | AZ | 03/2024 | Present |
(1)Name of Business: Address: 820 N 8th Ave. Apt. 20, Phoenix, AZ, 85007, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 01/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-28 |
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