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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-18 |
| TX | RA | APPROVED | 2025-03-14 |
Branch Locations
1100 North Main Street Suite 101, Belle Glade, FL 33430 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | West Palm Beach | FL | 03/2013 | 03/2025 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 03/2025 |
| Raymond James Financial Services, Inc. | Belle Glade | FL | 03/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Belle Glade | FL | 03/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | 03/2025 |
Boynton Financial Group, Inc. Not investment related Belle Glade, FL DBA/Support Company Advisor 3/2025 0 hrs per month 0 hrs during trading hrs 2) Dolly Hand Cultural Arts Center; Not Investment related Belle Glade, FL Art/Culture Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); 11/2020 0 hrs during business per month 5 hrs during trading hrs Sales/Marketing,*414358
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-28 |
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