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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-05-02 |
Branch Locations
875 N Easton Road Suite 2, Doylestown, PA 18902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Doylestown | PA | 09/2011 | 05/2024 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 05/2024 |
| Raymond James Financial Services, Inc. | Doylestown | PA | 05/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Doylestown | PA | 05/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
(1)Name of Business: DiBiaso Address: 875 N Easton Rd Ste 2, Doylestown, PA, 18902-1068, United States Activity Type: Control Person Position/Title: Power of Attorney (Acting) Investment Related: Yes Start Date: 09/11/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Managing portfolio, helping when needed.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-01 |
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