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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-18 |
| FL | RA | APPROVED | 2025-05-19 |
Branch Locations
245 Riverside Avenue Suite 500, Jacksonville, FL 32202 • United States
Jacksonville, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Jacksonville | FL | 01/2010 | 05/2025 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 05/2025 |
| Raymond James & Associates Inc. | Jacksonville | FL | 05/2025 | Present |
(1)Name of Business: Jacksonville Jewish Center Investment Committee Address: 8265 Bayberry Rd, Jacksonville, FL, 32256, United States Activity Type: Religious Position/Title: Other Investment Related: Yes Start Date: 05/09/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Sitting in on bi-annual reviews for the investment committee.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-01 |
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