Richard A Critelli

Current Employers

Jaffe Tilchin Investment Partners, Llc

15350 N. Florida Ave., Tampa, FL 33613 • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2024-03-11

GA RA
APPROVED

Since 2024-03-11

Branch Locations

Woodstock, GA • United States

15350 N. Florida Ave., Tampa, FL 33613 • United States

Disclosures

2 disclosure categories 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.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

Organization	City	State	From	To
Morgan Stanley Smith Barney	Alpharetta	GA	04/2012	04/2019
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	04/2019
Fifth Third Bank	Alpharetta	GA	04/2019	Present
Fifth Third Securities	Alpharetta	GA	04/2019	Present

04/2012 → 04/2019

Morgan Stanley Smith Barney

Alpharetta, GA
01/2015 → 04/2019

Morgan Stanley Private Bank, National Association

New York, NY
04/2019 → Present

Fifth Third Bank

Alpharetta, GA
04/2019 → Present

Fifth Third Securities

Alpharetta, GA

Previous Registrations

2019-04-26 → 2023-12-22

Fifth Third Securities, Inc.

Alpharetta, GA

Alpharetta, GA

Alpharetta, GA

Dunwoody, GA

Peachtree Corners, GA

Roswell, GA

Marietta, GA

Atlanta, GA

Roswell, GA

Lawrenceville, GA

Powder Springs, GA

Smyrna, GA

Lawrenceville, GA

Duluth, GA

Duluth, GA

Atlanta, GA

Marietta, GA

Atlanta, GA

Atlanta, GA

Norcross, GA

Marietta, GA

Kennesaw, GA

Marietta, GA

Atlanta, GA

Kennesaw, GA

Smyrna, GA

Lawrenceville, GA

Loganville, GA

Atlanta, GA
2012-04-24 → 2019-04-23

Morgan Stanley

Alpharetta, GA
2009-07-22 → 2012-04-23

Edward Jones

St Louis, MO

Buford, GA

Roswell, GA

Norcross, GA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-07-18

S66 Uniform Combined State Law Examination

2009-07-18

Other Names

Richard Anthony Critelli

View on SEC IAPD