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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-03-09 |
| TX | RA | APPROVED | 2020-03-06 |
Branch Locations
92 Eglin Parkway Ne, Fort Walton Beach, FL 32548 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Fort Walton Beach | FL | 08/2010 | 03/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 03/2020 |
| Morgan Stanley | Destin | FL | 12/2015 | 03/2020 |
| Wells Fargo Advisors Financial Network, Llc | Fort Walton Beach | FL | 03/2020 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
1.KLINE AND KLINE PROPERTIES LLC; INV RELATED, DESTIN, FL, START 4/20/2011, 5 HOURS PER MONTH, ZERO DURING TRADING, RENTAL PROPERTIES. 2. CRUX OFFICE PROPERTIES LLC, INV RELATED, FORT WALTON BEACH, FL, 50% OWNERSHIP, START 11/21/2019, 1 HOUR PER MONTH, ZERO DURING TRADING, COMMERCIAL BUILDING OF FINET PRACTICE. 3. KDWM LLC DBA KLINE DENSMORE WEALTH MANAGEMENT, INV RELATED, FORT WALTON BEACH, FL, 100% OWNERSHIP, START 2/4/2020, 280 HOURS PER MONTH, 280 HOURS DURING TRADING, FINET PRACTICE. 4. WILLKELL LLC, INV RELATED, FORT WALTON BEACH, FL, 50% OWNERSHIP, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, HOLDS RENTAL PROPERTY.; 5. TRUSTEE FOR KDWM, LLC 401K, INV RELATED, FT. WALTON BEACH, FL, START: 9/9/2021, 1 HR/MONTH, 0 HRS DURING TRADING, FINET PRACTICE 401K.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-10-29 |
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