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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-03-08 |
| CO | RA | APPROVED | 2022-05-16 |
| TX | RA | APPROVED_RES | 2022-05-16 |
Branch Locations
5251 Dtc Parkway Suite 1500, Greenwood Village, CO 80111 • 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Denver | CO | 10/2012 | 05/2022 |
| Silver Peak Rd Llc | Crosslake | MN | 09/2019 | Present |
| Morgan Stanley Smith Barney Llc | Greenwood Village | CO | 05/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2022 | Present |
*505450- Silver Peak Rd Llc; Investment related-Yes; Crosslake, Minnesota; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2019; During business hours: 0; After business hours: 1; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-15 |
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