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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-24 |
| CO | RA | APPROVED | 2020-04-07 |
Branch Locations
1881 9Th Street Suite 250, Boulder, CO 80302 • United States
Arvada, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Menlo Park | CA | 03/1997 | 04/2020 |
| Morgan Stanley | Boulder | CO | 06/2009 | 04/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 04/2020 |
| Raymond James & Associates, Inc | Boulder | CO | 04/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-01 |
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