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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-12-04 |
Branch Locations
1010 S Federal Highway Suite 2002, Hallandale Beach, FL 33009 • 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 | New York | NY | 06/2009 | 12/2023 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 12/2023 |
| Raymond James & Associates | Aventura | FL | 12/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 1991-05-07 |
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