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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-19 |
| WI | RA | APPROVED | 2012-12-03 |
Branch Locations
20975 Swenson Drive Suite 300, Waukesha, WI 53186 • 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 | Waukesha | WI | 11/2012 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. EQUIPMENTFAX; NOT INVESTMENT RELATED; DELAFIELD, WI; BUSINESS TOOL TO TRACK LIENS ON OFF-HIGHWAY EQUIPMENT; 50% OWNER; 11/2008; 20 HOURS PER MONTH; 1 TO 2 HOURS DURING TRADING HOURS; SILENT OWNER - NO DUTIES. 2. GLOBAL INTELLIGENCEFAX; UCC FILING FIRM; SILVERWOOD LANE, DELAFIELD, WI; APPROX. 2-10 HOURS PER WEEK DURING BUSINESS HOURS; 10 AFTER BUSINESS HOURS; 12/2009 *630900 - WIRE HOLDINGS LLC; Investment related-Yes; DELAFIELD, Wisconsin; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 03/2025; During business hours: 0; After business hours: 10; Business Development/Growth.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-28 |
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