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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-01-02 |
| IN | RA | APPROVED | 2019-01-08 |
| TX | RA | APPROVED_RES | 2018-04-25 |
| IL | RA | APPROVED | 2018-04-23 |
Branch Locations
120 S Riverside Suite 700, Chicago, IL 60606 • United States
Rio Verde, AZ • 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 Smith Barney | Chicago | IL | 06/2009 | 04/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 04/2018 |
| Raymond James & Associates | Chicago | IL | 04/2018 | Present |
Indiana High School Athletic Association Address: IN Nature of the Business: Coach (paid) Position/Title: Coach (paid) Investment Related:No Start Date: 08/10/2018 Hours per month devoted to this business: 10 Hours per month devoted to this business during trading hours: 0 Description of duties: Officiate high school football and basketball
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 1987-11-12 |
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