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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-03 |
| NJ | RA | APPROVED | 2022-11-21 |
Branch Locations
61 South Paramus Road Suite 360, Paramus, NJ 07652 • United States
Brooklyn, NY • United States
1 disclosure category 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | New York | NY | 08/2014 | 11/2022 |
| Morgan Stanley Private Bank, N.A. | Morristown | NJ | 05/2016 | 06/2017 |
| Raymond James & Associates, Inc. | Paramus | NJ | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-12 |
| S66 | Uniform Combined State Law Examination | 2015-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 2009-05-07 |
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