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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-10-07 |
| TX | RA | APPROVED | 2025-10-06 |
Branch Locations
3414 Peachtree Rd Ne Suite 550, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lord Abbett & Co | Jersey City | NJ | 04/2016 | 04/2019 |
| Deutsche Bank | New York | NY | 05/2019 | 09/2019 |
| Morgan Stanley | Atlanta | GA | 02/2020 | 10/2025 |
| Unemployed | New York | NY | 09/2019 | 01/2020 |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2020 | 10/2025 |
| Raymond James & Associates | Atlanta | GA | 10/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2020 | Present |
1.)Cherokee Town & Country Club; Investment related: No; Atlanta, Georgia; Civic/Religious/Community; Country Club House Committee(proprietor, partner, officer, director, employee, trustee, agent); 04/2025; During business hours: 0; After business hours: 3; Administrative, Labor/Service 2.)Auburn SAE House Corp- 550 W. Magnolia, Auburn, Al, 36832-Advise Fraternity, General Board member, 6/2025, 4 hours a month. No Comp
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-29 |
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