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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-29 |
| TX | RA | APPROVED_RES | 2025-01-17 |
| AL | RA | APPROVED | 2025-01-16 |
Branch Locations
112 W 23Rd St, Panama City, FL 32405 • United States
2801 Highway 280 S Ste 400 [A1-Rbo], Birmingham, AL 35223 • 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 | Alpharetta | GA | 10/2012 | 03/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 03/2017 |
| Truist Investment Services, Inc | Destin | FL | 03/2017 | 01/2025 |
| Truist Advisory Services, Inc | Destin | FL | 03/2017 | 01/2025 |
| Wells Fargo Clearing Services, Llc | Birmingham | AL | 01/2025 | Present |
Residential Rental Property. Single Family home in Santa Rosa Beach, Florida. The home is owned personally by me and my wife, Rachel Davis. The home is located at 217 E. Harborview Rd, Santa Rosa Beach, Florida, 32459. The home is not in a business name and we are managing the property ourselves personally. We collect rent, we manage the maintenance of the property and we have several utilities that we also pay in accordance with the lease. We also pay the mortgage for this property. The property is our former residence. I devote less than 1 hour per month to this property and 0 hours are devoted to this property during securities trading hours. We entered into this lease with this tenant on 8/5/2026.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-12 |
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