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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-09 |
| GA | RA | APPROVED | 2018-12-03 |
Branch Locations
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Atlanta | GA | 06/2009 | 12/2018 |
| Raymond James & Associates, Inc. | Atlanta | GA | 12/2018 | Present |
(1)Name of Business: EDGE WATER RESERVER OWNERS ASSOCIATION, INC. Address: 3418 Channelside Court, Safety Harbor, FL, 34695, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Committee Member Investment Related: No Start Date: 06/11/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Edge Water Reserve Homeowners Association (HOA) consists of 6 homes/homeowners and all are members of the Architectural Review Committee (ARC) to approve construction and major renovations of our 6 houses.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-18 |
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