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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-14 |
| TX | RA | APPROVED_RES | 2017-10-05 |
| FL | RA | APPROVED | 2017-07-24 |
Branch Locations
Southampton, NY • United States
1 Town Center Road 10Th Floor, Boca Raton, FL 33486 • United States
1010 S Federal Hwy Suite 2002, Hallandale Beach, FL 33009 • 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 Llc | Ft. Lauderdale | FL | 06/2009 | 07/2017 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 07/2017 |
| Raymond James & Associates | Boca Raton | FL | 07/2017 | Present |
| Raymond James & Associates, Inc. | New York | NY | 10/2017 | Present |
(1)Name of Business: 931-937 15TH Bradenton LLC Address: 17111 Biscayne Blvd.\nUnit PH7, North Miami beach, FL, 33160, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 03/10/2023 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'm just investing and that's it. Sam Negrin will be managing the property and he lives nearby the property. (2)Name of Business: Hampton House Rental Address: 17111 Biscayne Blvd Unit 409, North Miami Beach, FL, 33160, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 04/16/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: rent my Southampton NY home when I am not using myself....at least I try to rent it!:)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 1987-05-12 |
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