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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-01-20 |
| WI | RA | APPROVED | 2021-05-30 |
| TX | RA | APPROVED_RES | 2021-05-01 |
Branch Locations
111 North Washington Street Suite 410, Green Bay, WI 54301 • 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 |
|---|---|---|---|---|
| Bmo Harris Bank, N.A. | Milwaukee | WI | 08/2012 | 03/2021 |
| Bmo Harris Financial Advisors, Inc. | Manitowoc | WI | 08/2012 | 03/2021 |
| Lpl Financial Llc | Manitowoc | WI | 03/2021 | 04/2021 |
| Morgan Stanley Smith Barney Llc | Green Bay | WI | 04/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-23 |
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