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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-08-24 |
Branch Locations
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Tampa | FL | 01/2016 | 01/2017 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2016 | 08/2018 |
| Morgan Stanley | Clearwater | FL | 01/2017 | 07/2017 |
| Morgan Stanley | St. Petersburg | FL | 07/2017 | 08/2018 |
| Raymond James & Associates | St Petersburg | FL | 08/2018 | Present |
1) Gone Salty LLC 5218 Bridge St. Bldg B Ste 105, Tampa, FL 33611 Nature of the Business: Personal/Private Investment Investment Related:Yes Start Date: 11/14/2018 Hours per month devoted to this business: 5 Hours per month devoted to this business during trading hours: 0 Description of duties: Investor 2)Name of Business : Sand Surf Company LLC Address: 5212 Bridge Street, Building B, Suite 105,Tampa, FL Nature of the Business: Personal/Private Investment Position/Title: Investment Related:Yes Start Date: 06/21/2019 Hours per month devoted to this business: 5 Hours per month devoted to this business during trading hours: 0 Description of duties: Investor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-11 |
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