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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-18 |
| NJ | RA | APPROVED | 2025-09-17 |
Branch Locations
766 Shrewsbury Ave West Building, Suite W200, Tinton Falls, NJ 07724 • United States
2 disclosure categories 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 | New York | NY | 06/2009 | 08/2025 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2019 | 08/2025 |
| Raymond James & Associates, Inc. | Tinton Falls | NJ | 09/2025 | Present |
(1) Name of Business: MUZZIE VENTURES LLC Address: 27 FORREST AVE, RUMSON, NJ, 07760, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 06/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2) Name of Business: Palm Grey Spirits LLC Address: 27 Forrest Ave, Rumson, NJ, 07760, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 08/09/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Investor in my wife's business. Wife has created a canned cocktail company that is distributed by a licensed distribution company called Shore Point. (3) Name of Business: Stoney Hill Properties LLC Address: 27 Forrest Ave, Rumson, NJ, 07760, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 10/01/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife Lauren Kennedy and I own the LLC and participate in the rental income.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2008-10-03 |
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