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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-06-20 |
| TX | RA | APPROVED | 2024-06-20 |
Branch Locations
4025 St Cloud Drive Suite 230, Loveland, CO 80538 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Strategic Financial Alliance, Inc, | Atlanta | GA | 01/2019 | 10/2021 |
| Buttonwood Investment Services, Llc | Littleton | CO | 09/2007 | 12/2018 |
| Morgan Stanley Smith Barney Llc | Loveland | CO | 10/2021 | 06/2024 |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2022 | 06/2024 |
| Raymond James & Associates, Inc. | Loveland | CO | 06/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2022 | 06/2024 |
(1)Name of Business: Address: NA, Loveland, CO, 80538, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 04/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Landlord responsibilities for single family rental property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-31 |
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