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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 | Durango | CO | 06/2009 | 07/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 07/2018 |
| Robert W Baird & Co., Incorporated | Durango | CO | 07/2018 | Present |
1. Name: THE PROPERTY MANAGER 160 W 8th St Durango, CO 81301 Type: Business Role: Treasurer, not investment related Start: 2013 Hours: 1 annual meeting Responsibilities: No active responsibilities Name/Address: Cast LLC 329 S Camino Del Rio L Durango CO 81301 Start Date: 1/1/14 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: LLC Owner/Member Non Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-06-25 |
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