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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-22 |
| SC | RA | APPROVED | 2025-03-10 |
Branch Locations
360 Concord Street Suite 210, Charleston, SC 29401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | San Francisco | CA | 06/2009 | 02/2017 |
| Morgan Stanley | Atlanta | GA | 02/2017 | 02/2019 |
| Lpl Financial Llc | Atlanta | GA | 05/2019 | 03/2022 |
| Morgan Stanley | New York | NY | 10/2000 | 02/2019 |
| N/A | Atlanta | GA | 03/2019 | 05/2019 |
| Gladstone Institutional Advisory | Atlanta | GA | 05/2019 | 03/2022 |
| Truist Investment Services, Inc. | Mt. Pleasant | SC | 03/2022 | 09/2023 |
| Truist Advisory Services, Inc. | Mt. Pleasant | SC | 03/2022 | 09/2023 |
| Raymond James & Associates | Charleston | SC | 03/2025 | Present |
| Unemployed | Charleston | SC | 10/2023 | 03/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 1991-08-13 |
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