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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-04-01 |
| WI | RA | APPROVED | 2018-07-20 |
Branch Locations
8215 Greenway Boulevard 4Th Floor, Middleton, WI 53562 • 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 |
|---|---|---|---|---|
| Cuna Mutual Group | Waverly | IA | 01/2013 | 06/2018 |
| Cuna Brokerage Services, Inc | Waverly | IA | 01/2013 | 06/2018 |
| Morgan Stanley | Madison | WI | 07/2018 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 08/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-11-17 |
| S65 | Uniform Investment Adviser Law Examination | 2001-08-27 |
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