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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-04-09 |
| IL | RA | APPROVED | 2020-09-25 |
| TX | RA | APPROVED | 2020-09-15 |
Branch Locations
120 S Riverside Suite 700, Chicago, IL 60606 • United States
Naples, 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 Smith Barney | Chicago | IL | 06/2009 | 09/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 09/2020 |
| Raymond James & Associates, Inc. | Chicago | IL | 09/2020 | Present |
(1)Name of Business: Private Capital Partners Address: 54 Woodley Road, Winnetka, IL, 60093, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 02/21/2001 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: General Partner (2)Name of Business: ReJoyce4 LLC Address: 720 Ashburton Drive, Naples, FL, 34110, United States Activity Type: Business Owner Position/Title: Other Investment Related: No Start Date: 05/01/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manager
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-01 |
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