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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-02-17 |
Branch Locations
1421 Pine Ridge Road Suite 300, Naples, FL 34109 • 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 | 10/2012 | 02/2022 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 02/2022 |
| Raymond James & Associates, Inc. | Naples | FL | 02/2022 | Present |
(1)Name of Business: Address: 9344 quarry dr , naples, FL, 34120, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/07/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: rental (2)Name of Business: Address: 9344 quarry dr, naples, FL, 34120, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/1996 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I have 5 rental units , I only collect rents and rent them out (3)Name of Business: Address: 9344 quarry dr, naples, FL, 34120, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 09/05/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: owner (4)Name of Business: Patat Properties LLC Address: 9344 Quarry Dr, Naples , FL, 34120, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 05/05/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Real Estate (5)Name of Business: Patat Properties LLC Address: 9344 quarry dr , naples , FL, 34120, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 09/05/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner with my wife
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-02 |
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