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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-07-17 |
| TX | RA | APPROVED | 2019-09-20 |
Branch Locations
500 Dallas Street Suite 3400, Houston, TX 77002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Houston | TX | 11/2009 | 09/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 09/2019 |
| Raymond James & Associates, Inc. | Houston | TX | 09/2019 | Present |
UNIV OF HOUSTON HONORS COLLEGE ADVISORY BOARD; HOUSTON, TX; BOARD MEMBER; LESS THAN ONE HOUR PER WEEK OUTSIDE NORMAL OFFICE HOURS ONLY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-14 |
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