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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-23 |
| NV | RA | APPROVED | 2023-05-26 |
Branch Locations
10801 W. Charleston Blvd Suite 120, Las Vegas, NV 89135 • 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 | Bakersfield | CA | 06/2009 | 04/2023 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 04/2023 |
| Morgan Stanley | Las Vegas | NV | 05/2013 | 04/2023 |
| Raymond James & Associates, Inc. | Las Vegas | NV | 04/2023 | Present |
1. * 395657 - Darren Waller Foundation; Investment related No; Florence, Kentucky; Private Foundation; Board Member (proprietor, partner, officer, director, employee, trustee, agent); April 2020; During business hours: 0.5; After business hours: 0; Business Development/Growth. 2.*458361- Power of Attorney; Investment related -Yes; Bakersfield, California; Power of Attorney; Power of Attorney; 11/2021; During business hours: 0; After business hours: 1;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-08 |
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