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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-12-06 |
| FL | RA | APPROVED | 2018-09-20 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | West Palm Beach | FL | 07/2011 | 09/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 09/2018 |
| Raymond James & Associates | West Palm Beach | FL | 09/2018 | Present |
(1)Name of Business: StrikeForce 297 Address: 581 Edgebrook Lane, West Palm Beach, FL, 33411, United States Activity Type: Non profit Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 05/16/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: SF 297 Palm Beach is a non for profit designed by the National Christian Foundation (NCF) to encourage faith based professional females to join and to tithe/donate to SF 297 PB and 100% of membership fees and donations will be distributed to faith based non for profits entities in our local community who submit grant requests via NCF. At no time would I as Treasurer have possession of or control of a check book and/or bank accounts. My responsibility would be of reporting balances to the board.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-24 |
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