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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-03-20 |
| TX | RA | APPROVED_RES | 2017-02-06 |
| NJ | RA | APPROVED | 2017-02-02 |
Branch Locations
3000 Atrium Way Suite 420, Mount Laurel, NJ 08054 • United States
Tierra Verde, 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 | Mt. Laurel | NJ | 06/2009 | 01/2017 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 01/2017 |
| Morgan Stanley | Philadelphia | PA | 03/2013 | 10/2016 |
| Raymond James & Associates | Mount Laurel | NJ | 01/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-15 |
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