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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-04-07 |
| TX | RA | APPROVED | 2025-04-07 |
Branch Locations
1550 Market Street Suite 600, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Denver | CO | 05/2016 | 12/2019 |
| Inv3Rt | Denver | CO | 01/2011 | 12/2018 |
| Bank Of America, N.A. | Denver | CO | 10/2016 | 12/2019 |
| J.P. Morgan Chase Bank, N.A. | Denver | CO | 12/2019 | 04/2025 |
| J.P. Morgan Securities Llc | Denver | CO | 12/2019 | 04/2025 |
| Morgan Stanley Smith Barney Llc | Denver | CO | 04/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2025 | Present |
*635269 - Porsche Club of America - Rocky Mountain Region; Investment related: No; Littleton;Colorado; Social & Recreational; Board Member(proprietor, partner, officer, director, employee, trustee, agent); 1/2025; During business hours: 0; After business hours: 10; Accounting/Bookkeeping
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-23 |
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