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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-02-12 |
| TX | RA | APPROVED | 2024-02-12 |
Branch Locations
73130 El Paseo Suite O, Palm Desert, CA 92260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | San Francisco | CA | 02/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2015 | 02/2024 |
| Morgan Stanley | Palo Alto | CA | 02/2014 | 02/2024 |
(1)Name of Business: Address: 9380 York Rd, Monterey, CA, 93940, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 07/01/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Landlord , I have management company taking care of all (2)Name of Business: Address: 810 Glencraig Way, woodside , CA, 94062, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 10/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-26 |
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