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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-04-23 |
| KY | RA | APPROVED | 2019-08-15 |
Branch Locations
563 Hub Boulevard Suite 301, Bowling Green, KY 42103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bowling Green | KY | 06/1996 | 08/2019 |
| Bank Of America,N.A. | Bowling Green | KY | 06/2011 | 08/2019 |
| Morgan Stanley | Bowling Green | KY | 08/2019 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2019 | Present |
AMERICAN RENTAL CENTER;1 HOUR/MONTH; 50% STOCK OWNER;1830 BERRY BLVD. LOUISVILLE, KY 40622;50% CO-OWNER;CONSTRUCTION RENTAL BUSINESS;NO BETWEEN BUSINESS &ML. *545196 - Kilgus Properties, LLC; Investment related: Yes; Bowling Green, Kentucky; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 03/2023; During business hours: 0; After business hours: 2; Other *556038 - Major League Baseball Retired Players Association ; Investment related - No ; Carlsbad, California ; Civic/Community:Economic Assistance:Education:Hardship Assistance:Health and Welfare:Individual Rights and Liberties:Sports ; Board Member(proprietor, partner, officer, director, employee, trustee, agent) ; 5/2023 ; During business hours : 0 ; After business hours : 1 ; Labor/Service *664430- BG Racing, LLC; Investment related: Yes; Bowling Green, Kentucky; Recreation; partial owner (proprietor, partner, officer, director, employee, trustee, agent); 10/2025; During business hours: 0; After business hours: 0; watch horse race
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-21 |
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