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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-04 |
| CA | RA | APPROVED | 2017-10-20 |
Branch Locations
Corona Del Mar, CA • United States
620 Newport Ctr Dr Suite 900, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Corona Del Mar | CA | 06/2009 | 10/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 10/2017 |
| Raymond James & Associates | Newport Beach | CA | 10/2017 | Present |
(1)Name of Business: Maui Kai Unit 701 Address: 106 Kaanapali Shores Pl 701, Kaanapali, Maui, HI, 96761, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 01/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 1982-01-18 |
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