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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-09-06 |
| FL | RA | APPROVED | 2017-09-05 |
Branch Locations
17907 Aprile Dr Ste 100, Land O'LAkes, FL 34638 • 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 & Co, Inc. | Port Richey | FL | 06/2007 | 09/2017 |
| Morgan Stanley Smith Barney | Lutz | FL | 06/2009 | 09/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 09/2017 |
| Wells Fargo Clearing Services, Llc | Trinity | FL | 09/2017 | Present |
LAJ RVS LLC, INV RELATED, TAMPA, FL, 100% OWNERSHIP, START 11/18/2013, 1 HOUR PER MONTH, ZERO DURING TRADING HOURS, MANAGE RENTAL PROPERTY. LAJ BBL LLC, INV RELATED, TAMPA, FL, 100% OWNERSHIP, START 11/18/2013, 1 HOUR PER MONTH, ZERO DURING TRADING HOURS, MANAGE RENTAL PROPERTY. LAND-LAW LLC ; INV RELATED; DECATUR,GA; RENTAL PROPERTY;100% OWNERSHIP; START DATE: 08/15/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;| LAJ BIDDEFORD LLC, INV RELATED, NEW PORT RICHEY, FL, 100% OWNERSHIP, START 11/18/2013, 1 HOUR PER MONTH, ZERO DURING TRADING HOURS, MANAGE RENTAL PROPERTY. LAJ PPLU LLC, INV RELATED, TAMPA, FL, 100% OWNERSHIP, START 11/18/2013, 1 HOUR PER MONTH, ZERO DURING TRADING HOURS, MANAGE RENTAL PROPERTY. TRINITY SAINTS LLC, INV RELATED, NEW PORT RICHEY, FL, 100% OWNERSHIP, START 4/27/2018, 12 HOURS PER MONTH, ZERO DURING TRADING, COMMERCIAL RENTAL PROPERTY. NOTARY PUBLIC, NOT INV RELATED, STATE OF FLORIDA, START 5/16/2019, .5 HOURS PER MONTH, ZERO DURING TRADING, PERFORMING MARRIAGE CEREMONY AND NOTARIZING DOCUMENTS. TRINITY CHURCH OF CHRIST, NOT INVT RELATED, NEW PORT RICHEY, FL, CHURCH ELDER, START 1/1/2023, 10 HRS PER MONTH, 0 HRS DURING TRADING, PROVIDING GUIDANCE AND MENTORING OF THE CHURCH ORGANIZATION. RENTAL PROPERTY, INV RELATED, PORT RICHEY, FL, 100% OWNERSHIP, START 11/15/2010, 2 HOURS PER MONTH, ZERO HOURS DURING TRADING, HELD UNDER LAJ RVS LLC. RENTAL PROPERTY, INV RELATED, NEW PORT RICHEY, FL, 100% OWNERSHIP, START 3/24/2016, 2 HOURS PER MONTH, ZERO HOURS DURING TRADING, HELD UNDER LAJ BBL LLC. RENTAL PROPERTY, INV RELATED, NEW PORT RICHEY, FL, 100% OWNERSHIP, START 9/15/2021, 2 HOURS PER MONTH, ZERO HOURS DURING TRADING, HELD UNDER LAJ BIDDEFORD LLC. RENTAL PROPERTY, INV RELATED, NEW PORT RICHEY, FL, 100% OWNERSHIP, START 9/10/2021, 2 HOURS PER MONTH, ZERO HOURS DURING TRADING, HELD UNDER LAJ BIDDEFORD LLC. COMMERCIAL RENTAL PROPERTY, INV RELATED, NEW PORT RICHEY, FL, 100% OWNERSHIP, START 4/3/2018, 2 HOURS PER MONTH, ZERO HOURS DURING TRADING, HELD UNDER TRINITY SAINTS LLC. RENTAL PROPERTY, INV RELATED, PORT RICHEY, FL, 100% OWNERSHIP, START 12/30/2010, 2 HOURS PER MONTH, ZERO HOURS DURING TRADING, HELD UNDER LAJ BBL LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-26 |
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