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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-14 |
| TX | RA | APPROVED_RES | 2025-02-14 |
Branch Locations
9595 Wilshire Blvd. Suite 801 And 200, Beverly Hills, CA 90212 • 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 | Beverly Hills | CA | 06/2009 | 02/2025 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 02/2025 |
| Raymond James & Associates, Inc. | Beverly Hills | CA | 02/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2018 | Present |
(1)Name of Business: Ohm Sweet Ohm LLC Address: 1729 Crisler Way, Los Angeles , CA, 90069, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 02/14/2025 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 oversee the management company that manages the properties (2)Name of Business: River Ridge LLC Address: 1750-1754 River Road , San Marcos, TX, 98666, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 02/14/2025 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 oversee a management company which manages the property (3)Name of Business: Texas apartment Management LLC Address: 1729 Crisler Way , Los Angeles, CA, 90069, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 02/14/2025 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 oversee the management company who manages the property (4)Name of Business: The Great Wall Patch Address: 1729 Crisler Way, Los Angeles , CA, 90069, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 06/01/2009 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 am 50% owner overseeing the operations of this company. This endeavor will cease operations within this calendar year
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 1986-11-04 |
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