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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-11-16 |
| TX | RA | APPROVED | 2020-11-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Eureka | CA | 12/2010 | 11/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 11/2020 |
| Edward Jones | St. Louis | MO | 11/2020 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
1. BEWELL MOBILE TECHNOLOGY INC; SAN FRANCISCO, CA; MOBILE HEALTH CARE SOFTWARE APPLICATIONS VENDOR; VICE PRESIDENT; LESS THAN ONE HOUR PER WEEK DURING NORMAL BUSINESS HOURS; 2 HOURS PER WEEK OUTSIDE NORMAL BUSINESS HOURS * 3. Humboldt Barrel Company, LLC; Investment related; Holding Company for Real Estate and Private Business(es); Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Jul/2017; During business hours: 0; After business hours: 2; Small business and real estate are logically intertwined. * 4. Tafelberg Group LLC; Investment related:Yes; Holding Company for real property and potentially related closely held private businesses.; Owner(proprietor, partner, officer, director, employee, trustee, agent); Aug 2017; During business hours: 0; After business hours: 1; I am forming an LLC as a part of long term estate planning in order to hold private non-public assets held, acquired, or inherited primarily by myself and nuclear family. * 377872 - Steenberg LLC; Investment related Yes; Eureka, CA; Private Holding Company; Member (proprietor, partner, officer, director, employee, trustee, agent); Aug 2019; During business hours: 0; After business hours: 0.25 * Tafelberg Group LLC Type of business: Family Holding Company Eureka, CA Start date: 8/15/2019 GNP Hours per week: 0 Hours during trading: 0 Owner:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-10 |
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