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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2009-06-01 |
| WI | RA | APPROVED | 2009-06-01 |
Branch Locations
20975 Swenson Drive Suite 300, Waukesha, WI 53186 • 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 | Waukesha | WI | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. MARQUETTE UNIVERSITY; ADJUNCT INSTRUCTOR; TEACHING RISK MANAGEMENT(FINA4931); 1250 W. WISCONSIN AVE. MILWAUKEE, WI; 10 AFTER BUSINESS HOURS; 3 DURING BUSINESS HOURS; 01/2007*** 3. MKE Fellows; Milwaukee,WI; Not Investment related; Advisor Council member; 05/2017; During business hours: .25; After business hours: 0 4. Milwaukee School of Engineering; Investment related- No; Private University; Employee, Adjunct Instructor(proprietor, partner, officer, director, employee, trustee, agent); Sep 2017; During business hours: 1; After business hours: 3; *60797- Ronald McDonald House Charities of Eastern Wisconsin, Inc.; Investment related-No; Wauwatosa, Wisconsin; Children/Youth, Health and Welfare, Medical; Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 03/2012; During business hours: 1; After business hours: 0; Administrative, Investment Decisions/Advice, Accounting/Bookkeeping
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-07-31 |
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