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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-27 |
| TX | RA | APPROVED_RES | 2026-07-27 |
Branch Locations
250 Royal Palm Way Suite 200, Palm Beach, FL 33480 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | New York | NY | 05/2009 | 09/2016 |
| Morgan Stanley | West Palm Beach | FL | 09/2016 | 07/2026 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 10/2016 | 07/2026 |
| Raymond James & Associates, Inc | Palm Beach | FL | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 1988-08-25 |
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