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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-02-12 |
| IA | RA | APPROVED | 2009-06-01 |
Branch Locations
4300 East 53Rd Street Suite 300, Davenport, IA 52807 • United States
Durant, IA • 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 |
|---|---|---|---|---|
| Morgan Stanley | Davenport | IA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*332998- Urban Woodworks LLC; Investment related Yes; durant, Iowa; other,Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 12/2017; During business hours: 0; After business hours: 8; Administrative, Accounting/Bookkeeping, Business Development/Growth, Labor/Service, Sales/Marketing *603802 - Rental Property; Investment Related - Yes; durant, Iowa; Rental Property; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 04/2024; During Business Hours: 1; After Business Hours: 0; Property Management. *605617 - Rental Property; Investment Related - Yes; Durant, Iowa; Real Estate; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 06/2024; During Business Hours: 0; After Business Hours: 1; Accounting/Bookkeeping, Property Management, Administrative, Check Signing/Funds Disbursements.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-28 |
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