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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-01-24 |
Branch Locations
285 Riverside Avenue Suite 205, Westport, CT 06880 • United States
2 disclosure categories 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 | Purchase | NY | 09/2019 | 01/2023 |
| 740 Park Ave Llc | Rye Brook | NY | 02/2018 | 08/2019 |
| Law Office Of Marcia Kusnetz | Rye Brook | NY | 02/2016 | 02/2018 |
| Raymond James & Associates, Inc | Greenwich | CT | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-20 |
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