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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-29 |
| FL | RA | APPROVED | 2019-03-19 |
Branch Locations
245 Riverside Avenue Suite 500, Jacksonville, FL 32202 • United States
Bryceville, FL • United States
1 disclosure category 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 Smith Barney Llc | Naples | FL | 06/2009 | 03/2019 |
| Morgan Stanley Smith Barney Llc | Marco Island | FL | 09/2011 | 03/2019 |
| Raymond James & Associates | Jacksonville | FL | 03/2019 | Present |
(1)Name of Business: Mill Brook. LLC (not approved by state yet) Address: 13535 Settindown Dr, Bryceville, FL, 32009, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 02/22/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Me and other two partners will be redoing 4 apartments to pu tup for vacation rentals
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-01 |
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