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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-06 |
| KS | RA | APPROVED | 2024-01-12 |
Branch Locations
1617 North Waterfront Parkway Suite 200, Wichita, KS 67206 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| American Underwriters Life | Goddard | KS | 07/2004 | 09/2018 |
| Morgan Stanley | Wichita | KS | 11/2023 | Present |
| Wichita Brewing Company | Wichita | KS | 02/2011 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2024 | Present |
*577732- Wichita Brewing Company East, LLC; Investment related Yes; Wichita, Kansas; Restaurant/Bar/Nightclub; Partner (proprietor, partner, officer, director, employee, trustee, agent); 08/2014; During business hours: 1; After business hours: 1; Oversite of management *577743- Wichita Brewing Company Production, LLC; Investment related Yes; Wichita, Kansas; Microbrewery; Partner (proprietor, partner, officer, director, employee, trustee, agent); 08/2014; During business hours: 4; After business hours: 6; Oversite of management *577795- Wichita Brewing Company, LLC; Investment related Yes; Wichita, Kansas; Restaurant/Bar/Nightclub; Partner proprietor, partner, officer, director, employee, trustee, agent); 02/2011; During business hours: 1; After business hours: 1; Oversite of management *583280 - Wichita Brewing Company Venue, LLC; Investment Related - Yes; Wichita, Kansas; Wedding Venue; Partner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 10/2017; During Business Hours: 0; After Business Hours: 0; I'm a parner in the business. I don't have any official duties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-05 |
| S65 | Uniform Investment Adviser Law Examination | 2007-06-04 |
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