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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-01-08 |
| TX | RA | APPROVED | 2024-05-23 |
| CA | RA | APPROVED | 2024-05-08 |
Branch Locations
10801 W. Charleston Blvd Suite 120, Las Vegas, NV 89135 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Irvine | CA | 03/2014 | 05/2024 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 05/2024 |
| Raymond James & Associates, Inc. | Las Vegas | NV | 05/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | 05/2024 |
(1)Name of Business: The Wine Down Paso Address: 2021 Spring St, Paso Robles, CA, 93446, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 03/14/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-21 |
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