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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-05-15 |
| TX | RA | APPROVED_RES | 2024-05-15 |
Branch Locations
9595 Wilshire Blvd. Suite 801 And 200, Beverly Hills, CA 90212 • 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 Smith Barney Llc | Los Angeles | CA | 12/2015 | 05/2024 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2016 | 05/2024 |
| Raymond James & Associates, Inc. | Beverly Hills | CA | 05/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2016 | Present |
(1)Name of Business: Address: 21045 Mendenhall Court, Topanga, CA, 90290, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 05/24/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Collect Rent, and arrange for repairs if necessary.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-06 |
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