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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2020-03-29 |
| TX | RA | APPROVED_RES | 2020-03-02 |
Branch Locations
135 N Pennsylvania St, Suite 250, Indianapolis, IN 46204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Indianapolis | IN | 06/2009 | 02/2020 |
| Raymond James Financial Services, Inc. | Indianapolis | IN | 02/2020 | Present |
| Raymond James Financial Services Advisors, Inc. | Indianapolis | IN | 02/2020 | Present |
| Stonecrest Group Llc | Indianapolis | IN | 02/2020 | Present |
(1)Name of Business: Stonecrest Group LLC Address: 135 N Pennsylvania St Ste 250, Indianapolis, IN, 46204, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/28/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: owner, operations, portfolio manager, client acquisition and retention
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-05 |
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