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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-12 |
| TX | RA | APPROVED | 2024-07-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Bethesda | MD | 08/2017 | 06/2024 |
| Cushman & Wakefield | Baltimore | MD | 08/2011 | 08/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 12/2017 | 06/2024 |
| Raymond James & Associates, Inc | Tampa | FL | 07/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2024 | Present |
(1) Name of Business: Moose Pond LLC Address: 208 S Matanzas Avenue, Tampa, FL, 33609, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 03/09/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Family vacation home owned by sister and spouse, not owned by any clients. We rent house out to help offset carrying costs. (2) Name of Business: Moose Pond LLC Address: 208 S Matanzas Avenue, Tampa, FL, 33609, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 03/09/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Family vacation home owned with wife and sister and brother in law. Occasionally rent out house to help offset some of the carrying costs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-08 |
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