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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-07-23 |
| CO | RA | APPROVED | 2018-07-20 |
| TX | RA | APPROVED | 2018-07-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Peoria | IL | 06/2009 | 12/2016 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 12/2016 |
| Morgan Stanley | Durango | CO | 12/2016 | 07/2018 |
| Robert W Baird & Co., Incorporated | Durango | CO | 07/2018 | Present |
Name/Address: Dreamweaver LLC 465 Terlun Drive Durango CO 813031 Start date: 12/1/19 Hours spent: 1-2 hours/month Hours spent during trading hours: Zero Role/Responsibility: Treasurer, Check writing abilities Non Investment related Durango High Noon Rotary Club PO Box 3058 Durango CO 81302 start date: 1/2020 Board Member/Scholarship Committee. Hours spent: 0-1 hours/month Investment Related Hours spent during trading hours: Zero
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-07-24 |
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