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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-02 |
| IA | RA | APPROVED | 2021-04-30 |
| TX | RA | APPROVED | 2021-04-30 |
Branch Locations
4750 E 53Rd Street Suite 300, Davenport, IA 52807 • United States
Bettendorf, IA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Davenport | IA | 06/2009 | 04/2021 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 04/2021 |
| Raymond James & Associates, Inc | Davenport | IA | 04/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | 04/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 1982-03-19 |
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