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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-30 |
| TX | RA | APPROVED | 2024-08-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Sebring | FL | 07/1993 | 07/2024 |
| Morgan Stanley Smith Barney | Sebring | FL | 06/2009 | 08/2024 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 08/2024 |
| Raymond James & Associates | Sebring | FL | 08/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
(1)Name of Business: GRUBB RANCH Address: 9685 N HAMMOCK RD, ZOLFO SPRINGS, FL, 33890, United States Activity Type: Agriculture/Farming Position/Title: Officer - CEO, Owner/Proprietor Investment Related: No Start Date: 06/10/2013 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: CATTLE RANCHING AND GROWING HAY AS A CROP 2. SOLE PROPRIETOR / OWNER / PARTNER;AGRICULTURE, CATTLE AND HAY; AS OF 07/2015;DURING BUSINESS HOURS 0;AFTER BUSINESS HOURS 10.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 1984-08-23 |
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