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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-07-24 |
Branch Locations
3414 Peachtree Rd Ne Suite 550, Atlanta, GA 30326 • United States
Roswell, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Atlanta | GA | 07/2016 | 07/2023 |
| Raymond James & Associates Inc. | Atlanta | GA | 07/2023 | Present |
Olde Town Roswell Town Homes HOA Board Member 4/01/2017- To Present Purpose : Neighborhood Association/Board member Not publicly traded Attend monthly meetings and help resolve issues brought up by neighborhood needs/residents 2 hours a month with zero compensation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-05 |
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