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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2020-03-20 |
Branch Locations
1230 Main Street, Suite 300, Columbia, SC 29201 • United States
1111 Broad St, Suite 400, Camden, SC 29020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coldwell Bankers Comm | Greenville | SC | 02/2007 | 03/2020 |
| Morgan Stanley Smith Barney | Columbia | SC | 06/2009 | 03/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 03/2020 |
| Raymond James & Associates Inc | Columbia | SC | 03/2020 | Present |
(1)Name of Business: Camden Country Club Address: 111 Knights Hill Rd. , Camden, SC, 29020, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board Investment Related: No Start Date: 04/04/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Assist in decision making regarding the operation of the country club. (2)Name of Business: Camden Elementary School Improvement Council Address: 416 Laurens St. , Camden, SC, 29020, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board Investment Related: No Start Date: 01/01/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Help Host meetings to facilitate projects to improve the educational, functions, and collaboration of the school and the community. (3)Name of Business: Kershaw County Recreation Department (Advisory Board) Address: 1024 W. DeKalb St. , Camden, SC, 29020, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board Investment Related: No Start Date: 08/01/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Review and make recommendations to Kershaw County Council regarding Parks and Recreation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-23 |
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