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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-15 |
Branch Locations
6303 Cowboys Way Suite 425, Frisco, TX 75034 • United States
Lake Kiowa, TX • United States
2 disclosure categories 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 Private Bank, National Association | New York | NY | 01/2015 | 02/2021 |
| Stifel Nicolaus & Co Inc | Frisco | TX | 02/2021 | 08/2025 |
| Raymond James & Associates, Inc | Frisco | TX | 08/2025 | Present |
(1) Name of Business: Great Taste of Texas Holding Company Address: 501 Kiowa Drive W, Lake Kiowa, TX, 76240, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board Investment Related: No Start Date: 10/15/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Advisory Board Member
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 1987-02-03 |
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