Joseph Mark Stout

$8.45B regulatory AUM 100 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

33 West 14Th Street 3Rd Floor, Columbus, GA 31901 • United States

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2026-04-29
MN	RA	APPROVED	2026-04-28
IL	RA	APPROVED	2026-04-27
NV	RA	APPROVED	2026-04-23
NC	RA	APPROVED	2026-04-21
DE	RA	APPROVED	2026-04-20
MS	RA	APPROVED	2026-04-20
FL	RA	APPROVED	2026-04-16
NY	RA	APPROVED	2026-03-19
OK	RA	APPROVED	2026-03-18
NH	RA	APPROVED	2026-03-10
AR	RA	APPROVED	2026-03-09
GA	RA	APPROVED	2026-03-06
PA	RA	APPROVED	2026-03-06
VT	RA	APPROVED	2026-03-06
CA	RA	APPROVED	2026-03-05
CO	RA	APPROVED	2026-03-05
IN	RA	APPROVED	2026-03-05
IA	RA	APPROVED	2026-03-05
KS	RA	APPROVED	2026-03-05
ME	RA	APPROVED	2026-03-05
OH	RA	APPROVED	2026-03-05
TX	RA	APPROVED	2026-03-05

Branch Locations

1255 Tamiami Trail, Port Charlotte, FL 33953 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Morgan Stanley	Nashville	TN	01/2014	03/2026
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	03/2026
Synovus Securities. Inc	Tampa	FL	02/2026	Present
Pinnacle Bank	Tampa	FL	02/2026	Present

01/2014 → 03/2026

Morgan Stanley

Nashville, TN
01/2015 → 03/2026

Morgan Stanley Private Bank, National Association

New York, NY
02/2026 → Present

Synovus Securities. Inc

Tampa, FL
02/2026 → Present

Pinnacle Bank

Tampa, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-03-28

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