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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-10-07 |
| NY | RA | APPROVED | 2022-05-20 |
| TX | RA | APPROVED | 2022-05-20 |
Branch Locations
100 Second Avenue South Suite 800, St. Petersburg, FL 33701-4337 • United States
St. Petersburg, 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 | New York | NY | 06/2010 | 05/2022 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 05/2022 |
| Rbc Capital Markets, Llc | St. Petersburg | FL | 05/2022 | Present |
| City National Bank | St. Petersburg | FL | 04/2023 | Present |
* 421295 - Elevate NY; Investment related No; New York, NY; Education; volunteer (proprietor, partner, officer, director, employee, trustee, agent); Feb 2021; During business hours: 0; After business hours: 4; financial education to children 2) NAME OF ENTITY: Saltaire Owners Association ADDRESS: 301 1st Street South, St Petersburg, FL 33701 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Condo START DATE: 12.16.24 CAPACITY: Committee/Council Member DUTIES: Non-chair member of Finance committee of condo that is my principal residence. Report financials to board and recommend spending and revenue priorities HOURS DEVOTED PER MONTH: 5 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 1991-02-28 |
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