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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-12-18 |
| MI | RA | APPROVED | 2019-07-12 |
| TX | RA | APPROVED | 2019-07-12 |
Branch Locations
West Bloomfield, MI • United States
325 N. Old Woodward Ave. Suite 320, Birmingham, MI 48009 • 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 | Bloomfield Hills | MI | 06/2009 | 07/2019 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 07/2019 |
| Raymond James & Associates | Bloomfield Hills | MI | 07/2019 | Present |
(1)Name of Business: Reflection Lakes HOA Address: 14314 Manchester Drive, Naples, FL, 34114, United States Activity Type: Non profit Position/Title: Subcommittee Member Investment Related: Yes Start Date: 03/28/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Finance committee member for homeowners association. Voluntary position.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-24 |
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