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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-11-14 |
Branch Locations
6530 W Campus Oval Ste 110, New Albany, OH 43054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Columbus | OH | 10/2010 | 03/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 03/2020 |
| Raymond James Financial Services Inc | New Albany | OH | 10/2022 | Present |
| Raymond James Financial Services Advisors | New Albany | OH | 10/2022 | Present |
| Elevating Baseball Lineups | Gahanna | OH | 03/2020 | Present |
(1)Name of Business: EarthPeak Organics LLC Address: 7685 Fishel Dr S, Dublin, OH, 43016, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 12/31/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am a business advisor and a board member of EarthPeak (2)Name of Business: Elevating Baseball Lineups Address: 650 Taylor Station Rd, Gahanna, OH, 43230, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 10/14/2016 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Indoor baseball facility in Gahanna, Ohio (3)Name of Business: Mizpah Holdings Address: 7200 Talanth Place, New Albany, OH, 43054, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 12/31/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I will be observing and consulting on private investments inside the LLC. The only current investment being considered is in Earthpeak Organics (4)Name of Business: Performance baseball academies Address: 459 Orangepoint Dr, Lewis Center, OH, 43035, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 06/14/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Owner and Instructor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-04 |
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