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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-14 |
| TX | RA | APPROVED | 2021-03-01 |
| FL | RA | APPROVED | 2017-07-31 |
Branch Locations
Boca Raton, FL • United States
1 Town Center Road 10Th Floor, Boca Raton, FL 33486 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 03/2014 | 07/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 07/2017 |
| Raymond James & Associates, Inc | New York | NY | 07/2017 | 02/2021 |
| Raymond James & Associates, Inc. | Boca Raton | FL | 02/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-28 |
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