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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-09-04 |
Branch Locations
450 Carillon Pkwy Suite 120, St Petersburg, FL 33716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | St Petersburg | FL | 09/2015 | 08/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 12/2015 | 08/2018 |
| Edward Jones | Saint Louis | MO | 08/2018 | Present |
O'Bar Partners Type of business: Vacation/rental property St Petersburg, FL Start date: 7/1/2009 Partner Hours per week: 0 Hours during trading: 0 Maintain property. Type of business: Rental property Gulfport, FL Start date: 2/22/2022 Owner Hours per week: 0 Hours during trading: 0 No responsibilities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-06 |
| S65 | Uniform Investment Adviser Law Examination | 1994-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-27 |
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