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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2021-10-04 |
Branch Locations
2550 Sw 76Th Street Tower 24, Gainesville, FL 32608 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Gainesville | FL | 06/2009 | 02/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 02/2017 |
| Raymond James Financial Services, Inc. | Gainesville | FL | 02/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Gainesville | FL | 03/2017 | Present |
| Banks Carroll Group | Gainesville | FL | 09/2017 | Present |
(1)Name of Business: Banks Carroll Group Address: 2550 SW 76th St, Gainesville, FL, 32608, United States Activity Type: Certified Divorce Financial Analyst Position/Title: Investment Related: Yes Start Date: 09/21/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: (2)Name of Business: Banks Carroll Group Address: 2550 SW 76th St, Gainesville, FL, 32608, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/21/2017 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Advisor Duties CDFA consulting work for Divorcees. May include mediation. Managing partner of the Banks Carroll Group
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-01 |
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