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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-05-23 |
| TX | RA | APPROVED | 2022-05-20 |
Branch Locations
100 Second Avenue South Suite 800, St. Petersburg, FL 33701-4337 • United States
Tampa, 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 | New York | NY | 06/2010 | 05/2022 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 05/2022 |
| Rbc Capital Markets, Llc | St. Petersburg | FL | 05/2022 | Present |
| City National Bank | St. Petersburg | FL | 03/2023 | Present |
RENTAL PROPERTIES, OWNER; START DATE: 11/2011; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS- 0; FT LAUDERDALE, FL; INVESTMENT RELATED; *463452- Baywood Associates LLC; Investment related Yes; Tampa, Florida; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 09/2021; During business hours: 0; After business hours: 5; Property Management NAME OF ENTITY: Baywood Associates LLC ADDRESS: 777 N. Ashley Dr #815 Tampa FL 33602 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Residential Real Estate Rentals CAPACITY: Owner - Passive START DATE: 05/20/22 DUTIES: Collect rents, pay recurring bills, manage repairs, file tax returns. HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 NAME OF ENTITY: SV 202W LLC ADDRESS: 777 N. Ashley Dr #815 Tampa FL 33602 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Vacation Rental CAPACITY: Owner - Passive START DATE: 05/20/22 DUTIES: Tax reporting, paying property taxes and utilities HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 NAME OF ENTITY: SV 413N LLC ADDRESS: 777 N. Ashley Dr #815 Tampa FL 33602 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Vacation Rental CAPACITY: Owner - Passive START DATE: 05/20/22 DUTIES: File tax returns, pay property taxes and utilities. HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 NAME OF ENTITY: Gallery One ADDRESS: 777 N Ashley Drive, 815, Tampa, FL 33602 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Rental Property START DATE: 02.22.12 CAPACITY: Owner DUTIES: Passive owner of vacation condominium in Ft. Lauderdale FL. All activity is delegated to on site management team. HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-14 |
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