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Account
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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-10-14 |
| TX | RA | APPROVED | 2022-10-13 |
| WI | RA | APPROVED | 2022-10-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Milwaukee School Of Engineering | Milwaukee | WI | 03/2010 | 09/2018 |
| Russell Investments | Milwaukee | WI | 04/2016 | 07/2018 |
| Morgan Stanley | Milwaukee | WI | 09/2018 | 10/2018 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 10/2018 | 10/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palm Beach | FL | 10/2022 | Present |
| Bank Of America N.A. | Palm Beach | FL | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-23 |
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