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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-11-07 |
| TX | RA | APPROVED | 2022-03-31 |
| WI | RA | APPROVED | 2022-03-31 |
Branch Locations
2 E Mifflin St, Madison, WI 53703 • United States
Bonita Springs, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Madison | WI | 10/2015 | 03/2022 |
| Morgan Stanley Private Bank, National Association | New York | NY | 12/2015 | 03/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Madison | WI | 03/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2015 | 03/2022 |
| Bank Of America, N.A. | Madison | WI | 05/2022 | Present |
I*810231 Entity Type: Charitable Name of OBA:Friends for UW Hospitals and Clinics Address:Madison Wisconsin Investment Related:No Position, Title, Association:Other Start Date:06/20/2016 No Hours: 20 Yearly No Hours during trading:0 Yearly Duties:Fundraising organization UW Hospitial and clinics. All funds raised ago toward numerous initiatives within the hospital. we are more like volunteers for the hospital to organize and put on events to raise funds.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-03 |
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