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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-26 |
| FL | RA | APPROVED | 2023-12-04 |
| TX | RA | APPROVED | 2023-12-01 |
Branch Locations
320 Park Ave 9Th Floor, New York, NY 10022 • United States
1010 S Federal Highway Suite 2002, Hallandale Beach, FL 33009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Aventura | FL | 08/2015 | 12/2023 |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2020 | 12/2023 |
| Raymond James & Associates | Aventura | FL | 12/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2020 | Present |
(1) Name of Business: Address: 60 west 66th street apt 35I, New York, NY, 10023, United States Activity Type: Other Position/Title: Author Investment Related: No Start Date: 03/23/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: i wrote a Built to exit book and it was approved by the RJ compliance for wording/disclosures and now i want to publish it on amazon. the price is $4.99
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-02 |
| S66 | Uniform Combined State Law Examination | 2009-11-12 |
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