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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-08-22
KS RA APPROVED 2009-06-01
TX RA APPROVED_RES 2009-06-01
  • AZ RA
    APPROVED
    Since 2025-08-22
  • KS RA
    APPROVED
    Since 2009-06-01
  • TX RA
    APPROVED_RES
    Since 2009-06-01

Branch Locations

Paradise Valley, AZ • United States

11161 Overbrook Road Suite 225, Leawood, KS 66211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Overland Park KS 06/2009 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 06/2009 → Present
    Overland Park, KS
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
Other Businesses

1. JuJu Harmony; Not Investment related; Leawood, KS; Apparrel; Owner (proprietor, partner, officer, director, employee, trustee, agent); Dec 2009; During business hours: 0; After business hours: 2. 2.*52273 - JuJu Harmony, LLC dba HADO BODY; Investment related -No; Leawood, Kansas; Retail/Online Stores; Partner (proprietor, partner, officer, director, employee, trustee, agent); Feb 2020 ; During business hours: 0; Business Development/Growth, Administrative. * 430341 - Hadobody, LLC; Investment related Yes; Leawood, Kansas; Retail/Online Stores; Partner (proprietor, partner, officer, director, employee, trustee, agent); 02/2021; During business hours: 0; After business hours: 20; Branding and Product Development.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-07-06
S65 Uniform Investment Adviser Law Examination 2000-06-22
  • S63 Uniform Securities Agent State Law Examination
    2000-07-06
  • S65 Uniform Investment Adviser Law Examination
    2000-06-22

View on SEC IAPD

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