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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-02-22 |
| CT | RA | APPROVED | 2021-02-11 |
Branch Locations
2150 Post Road Suite 402, Fairfield, CT 06824 • United States
2150 Post Road Suite 402, Fairfield, CT 06824 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Fairfield | CT | 06/2009 | 02/2021 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 02/2021 |
| Raymond James Financial Services, Inc. | Fairfield | CT | 02/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Fairfield | CT | 02/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
| Boston Harbor Wealth Advisors | Fairfield | CT | 02/2021 | Present |
(1) Name of Business: Boston Harbor Wealth Advisors Address: 2150 Post Rd Ste 402, Fairfield, CT, 06824, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 02/11/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisors (2) Name of Business: The IST Group Address: 2150 Post Rd Ste 402, Fairfield, CT, 06824, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/18/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor\n
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-03-04 |
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