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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-08-30 |
| MN | RA | APPROVED | 2014-03-06 |
| WI | RA | APPROVED | 2013-02-04 |
Branch Locations
270 Main Street N Suite 100, Stillwater, MN 55082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Stillwater | MN | 02/2013 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. St. Croix Soccer Club; Not Investment related; Coaching youth athletes; Employee (proprietor, partner, officer, director, employee, trustee, agent); Nov 2017; During business hours: 0; After business hours: 3; Coaching.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-24 |
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