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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-08-15 |
| TX | RA | APPROVED_RES | 2022-07-23 |
Branch Locations
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 | Pensacola | FL | 06/2013 | 07/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 07/2020 |
| Hancock Whitney Bank | Pensacola | FL | 07/2020 | Present |
| Hancock Whitney Investments Services, Inc. | Pensacola | FL | 07/2020 | 08/2022 |
| Cetera Investment Services Llc | Saint Cloud | MN | 07/2022 | Present |
| Cetera Investment Advisers Llc | Pensacola | FL | 07/2022 | Present |
JDS ENTERPRISE HOLDINGS LLC, RESIDENTIAL RENTAL PROPERTY, 100% OWNER, 2/HRS/WK; BOARD OF GOVERNORS MEMBER & PRESIDENT FOR TRINITAS CHRISTIAN SCHOOL, 2/HRS/WK
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-26 |
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