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167 Old Post Road, Southport, CT 06890 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-04-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Tampa | FL | 12/2015 | 12/2022 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2016 | 02/2023 |
| Dta | Austin | TX | 03/2023 | 02/2025 |
| Disruptive Technology Advisers Llc | Austin | TX | 01/2023 | 02/2025 |
| Self-Employed | Tampa | FL | 06/2024 | 12/2025 |
| Pyramid Global | Tampa | FL | 01/2026 | Present |
| B Side Partners, Llc | Southport | CT | 02/2026 | Present |
INDEPENDENT CONTRACTOR/ TENNIS EXHIBITIONS/ 0 HOURS DURING, 0 HOURS OUTSIDE BIZ HOURS/NON-INVESTMENT RELATED Business Name: James Blake Foundation; Nature of Other Business; a non-profit organization focusing on charitable endeavors; Title: Director/Member of the Board; Non-Investment Related; Approximate number of hours per month devoted monthly is 15 hours. Start Right Now, 1212 West Cass Street, Tampa FL 33606, Investment related: no, Non-Profit that addresses youth homelessness, Title: Board Member, Start Date: June 2021, 2 hours/month, During securities hours: No, Duties: various.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-02-22 |
| S65 | Uniform Investment Adviser Law Examination | 2014-05-20 |
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