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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-02-17 |
| TX | RA | APPROVED | 2022-02-16 |
Branch Locations
1421 Pine Ridge Road Suite 300, Naples, FL 34109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Naples | FL | 01/2015 | 02/2022 |
| Morgan Stanley Private Bank, National Association | New York | NY | 02/2015 | 02/2022 |
| Raymond James & Associates, Inc. | Naples | FL | 02/2022 | Present |
(1) Name of Business: Address: 512 Chatham Cir, Naples, FL, 34110, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/28/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner manager (2) Name of Business: Birdsong II, LLC Address: 512 Chatham Cir, Naples, LA, 34110, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 02/11/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Oversee the property (3) Name of Business: Birdsong II, LLC Address: 512 Chatham Cir, Naples, FL, 34110, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 02/11/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Oversee rental property (4) Name of Business: Birdsong Investments LLC Address: 512 Chatham Cir, Naples, FL, 34110, United States Activity Type: Rental Real Estate Position/Title: Officer - President, Partner Investment Related: Yes Start Date: 12/31/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Deal with the financials of the rental and decisions regarding maintenance, leasing etc. (5) Name of Business: Birdsong Investments LLC Address: 512 Chatham Cir, Naples, FL, 34110, United States Activity Type: Business Owner Position/Title: Officer - President, Owner/Proprietor Investment Related: Yes Start Date: 12/05/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Oversee real estate investments (6) Name of Business: Covenant Church of Naples Address: 6926 Trail Blvd, Naples, FL, 34108, United States Activity Type: Religious Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 10/08/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Oversee the finances of the church as it relates to expenditures, missions, capital campaign, and general funds. Basically voting on how to allocate funds for the church, handle balances and initiatives that the church would like to explore etc. (7) Name of Business: Gator Gleam Eco Wash, LLC Address: 512 Chatham Cir, Naples, FL, 34110, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 11/07/2024 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Develop and over see the building and operation of an Exterior Express Car Wash (8) Name of Business: On Higher Ground, LLC Address: 512 Chatham Cir, Naples, FL, 34110, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 07/29/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Buy Land, handle ownership
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-03 |
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