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Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2024-03-28
FL RA APPROVED 2017-02-27
TX RA APPROVED_RES 2017-02-27
  • SC RA
    APPROVED
    Since 2024-03-28
  • FL RA
    APPROVED
    Since 2017-02-27
  • TX RA
    APPROVED_RES
    Since 2017-02-27

Branch Locations

11300 State Road 54, Trinity, FL 34655 • United States

Manning, SC • United States

New Port Richey, FL • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley & Co., Incorporated Port Richey FL 04/2007 02/2017
Morgan Stanley Smith Barney Lutz FL 06/2009 02/2017
Morgan Stanley Private Bank, National Association New York NY 01/2015 02/2017
Raymond James & Associates, Inc. Trinity FL 02/2017 Present
  • 04/2007 → 02/2017
    Morgan Stanley & Co., Incorporated
    Port Richey, FL
  • 06/2009 → 02/2017
    Morgan Stanley Smith Barney
    Lutz, FL
  • 01/2015 → 02/2017
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 02/2017 → Present
    Trinity, FL
Previous Registrations
  • 2009-06-01 → 2017-02-27
    Lutz, FL
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Lutz, FL
  • 1995-07-31 → 2007-04-02
    Morgan Stanley Dw Inc.
    Port Richey, FL
    Port Richey, FL
Other Businesses

1) Name of Business: Address: Activity Type: Loans - Personal to and from individuals Position/Title: Lender Investment Related: No Start Date: 10/11/2021 Hours per month devoted to this business: Hours per month devoted to this business during trading hours: Description of duties: Lending funds to my daughter and son in law to buy an office building for their medical practices (2) Name of Business: Sunshine Blue LLC Address: 1242 Southbay Dr, Osprey, FL, 34229, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 10/11/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Non managing partner with my daughter and son in law.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-05-30
S63 Uniform Securities Agent State Law Examination 1987-06-01
  • S65 Uniform Investment Adviser Law Examination
    1996-05-30
  • S63 Uniform Securities Agent State Law Examination
    1987-06-01
Other Names
  • Chip Wright
  • Harmon Wright
  • Harmon Mcintyre Wright
  • Harmon M Wright Jr
  • Harmon M Wright
  • Harmon M Wright Jr.

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