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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-02-03 |
| NJ | RA | APPROVED | 2017-02-02 |
Branch Locations
3000 Atrium Way Suite 420, Mount Laurel, NJ 08054 • 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 | Mt. Laurel | NJ | 06/2009 | 01/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 02/2015 | 01/2017 |
| Raymond James & Associates, Inc. | Mount Laurel | NJ | 01/2017 | Present |
Patriot Fund - Mount Laurel, NJ Nature of the Business: Non Profit Org. - Founder/Leadership Position/Title: Non Profit Org. - Founder/Leadership Investment Related:No Start Date: 08/21/2018 Hours per month devoted to this business: 4 Hours per month devoted to this business during trading hours: 0 Description of duties: Board Member - Secretary
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-24 |
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