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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-18 |
| FL | RA | APPROVED | 2025-05-19 |
Branch Locations
245 Riverside Avenue Suite 500, Jacksonville, FL 32202 • United States
Saint Johns, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Jacksonville | FL | 05/2013 | 05/2025 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 05/2025 |
| Raymond James & Associates, Inc | Jacksonville | FL | 05/2025 | Present |
Federation Finance Committee 3505 San Jose Blvd, Jacksonville, Fl, 32217 Purpose: Investment oversight and budget oversight Board Member 1.5 hours a month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-11 |
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