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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-05-11 |
| GA | RA | APPROVED | 2021-03-23 |
Branch Locations
3414 Peachtree Road Ne Suite 550, Atlanta, GA 30326 • United States
St Simons Island, GA • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Atlanta | GA | 06/1995 | 03/2021 |
| Morgan Stanley Smith Barney | Atlanta | GA | 06/2009 | 03/2021 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 03/2021 |
| Raymond James Associates | Atlanta | GA | 03/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-06 |
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