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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2019-11-18 |
| TX | RA | APPROVED_RES | 2019-11-14 |
Branch Locations
2150 Post Road Suite 402, Fairfield, CT 06824 • United States
2150 Post Road Suite 402, Fairfield, CT 06824 • United States
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 | Fairfield | CT | 06/2009 | 11/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 11/2019 |
| Raymond James Financial Services, Inc. | Fairfield | CT | 11/2019 | Present |
| Raymond James Financial Services Advisors, Inc. | Fairfield | CT | 11/2019 | Present |
| Boston Harbor Wealth Advisors | Fairfield | CT | 11/2019 | 11/2022 |
| Southport Harbor Wealth Advisor | Fairfield | CT | 11/2019 | Present |
(1)Name of Business: Southport Harbor Wealth Advisor Address: 2150 Post Rd Ste 402, Fairfield, CT, 06824, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 11/14/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Investment Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 1984-07-05 |
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