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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-08-20 |
Branch Locations
11611 N Meridian St Ste 600, Carmel, IN 46032-7118 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel Nicolaus | Indianapolis | IN | 03/2008 | 08/2017 |
| Morgan Stanley | Indianapolis | IN | 08/2017 | 08/2026 |
| Morgan Stanley Private Bank, National Association | New York | NY | 10/2017 | 08/2026 |
| Raymond James & Associates, Inc. | Carmel | IN | 08/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2017 | Present |
1.) Touch NFT-Holds a Patent blockchain access to a physical item Part Owner-22.5% This company owns a patent. It is for a physical piece that would connect a blockchain to verify ownership No Comp 2.) Cosa Entertainment Part Owner-22.5% Creates NFT's and other entertainment related tech assets No Comp
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-02 |
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