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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-09-27 |
| OH | RA | APPROVED | 2017-08-25 |
Branch Locations
159 Crocker Park Blvd. Suite 390, Westlake, OH 44145 • United States
Westlake, OH • 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 | Westlake | OH | 06/2009 | 08/2017 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 08/2017 |
| Raymond James & Associates | West Lake | OH | 08/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-25 |
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