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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-08 |
| IN | RA | APPROVED | 2021-06-28 |
Branch Locations
201 Main Street Suite 605, Lafayette, IN 47901 • United States
West Lafayette, IN • 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 | Lafayette | IN | 09/2011 | 06/2021 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 06/2021 |
| Raymond James And Associates, Inc. | Lafayette | IN | 06/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-15 |
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