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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-11-01 |
Branch Locations
11300 State Road 54, Trinity, FL 34655 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Lutz | FL | 11/2010 | 10/2021 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 10/2021 |
| Raymond James & Associates | St. Petersburg | FL | 10/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
(1) Name of Business: Address: 18650 Gulf Blvd. Unit 102, Indian Shores, FL, 33785, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My responsibilities are limited. As an Owner, I am involved in some of the decisions related to the property. My wife, Mary Jean Bell, handles the rentals and other administrative duties involved with the management of the condo.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 1984-01-06 |
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