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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-05-24 |
Branch Locations
6303 Cowboys Way Suite 425, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Dallas | TX | 12/2009 | 05/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 05/2019 |
| Raymond James & Associates, Inc | Dallas | TX | 05/2019 | 08/2021 |
| Raymond James & Associates, Inc. | Frisco | TX | 08/2021 | Present |
(1)Name of Business: Pearson F. C. W. Address: 1818 E Trinity Mills Road, Carrollton, TX, 75006, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 11/01/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: Pearson F.R. Address: 5000 Eldorado, Frisco, TX, 75033, United States Activity Type: Agriculture/Farming Position/Title: Owner/Proprietor Investment Related: No Start Date: 11/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Receive Farming Income (3)Name of Business: Roberto's Lavanderia Address: 707 Sunset Avenue , Dallas, TX, 75023, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 11/01/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Receive rental income.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-15 |
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