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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-23 |
| NC | RA | APPROVED | 2024-03-04 |
Branch Locations
6805 Carnegie Blvd, Suite 350, Charlotte, NC 28211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Charlotte | NC | 07/2019 | 02/2024 |
| Morgan Stanley | Cornelius | NC | 05/2018 | 08/2018 |
| Implan | Huntersville | NC | 02/2017 | 11/2018 |
| The University Of North Carolina At Chapel Hill | Chapel Hill | NC | 08/2016 | 05/2019 |
| Davidson Day School | Davidson | NC | 01/2017 | 05/2017 |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2019 | 02/2022 |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2023 | 02/2024 |
| Raymond James & Associates, Inc. | Charlotte | NC | 02/2024 | Present |
(1) Name of Business: Address: 19705 Swiss Stone Ln, Cornelius, NC, 28031, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/07/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I own the property but the property management company is handling everything.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-24 |
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