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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-04-28 |
| WY | RA | APPROVED | 2022-04-28 |
Branch Locations
322 South David Street Suite B, Casper, WY 82601 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Casper | WY | 09/2011 | 04/2022 |
| Bank Of America, N.A. | Casper | WY | 11/2011 | 04/2022 |
| Morgan Stanley Smith Barney Llc | Casper | WY | 04/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2022 | Present |
* 498089 - Burgess LLC; Investment related Yes; Sidney, Montana; Agriculture; Member (proprietor, partner, officer, director, employee, trustee, agent); 01/2014; During business hours: 0; After business hours: 0.5; Administrative, Check Signing/Funds Disbursements
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-28 |
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