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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-17 |
| IA | RA | APPROVED | 2022-03-05 |
Branch Locations
4300 East 53Rd Street Suite 300, Davenport, IA 52807 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Davenport | IA | 12/2021 | Present |
| Pricewaterhousecoopers | Chicago | IL | 08/2018 | 11/2021 |
| Full-Time Education | Iowa City | IA | 08/2014 | 06/2018 |
| Pricewaterhousecoopers | Charlotte | NC | 06/2017 | 08/2017 |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2022 | Present |
*537557- EveryChild; Investment related: No; Moline, Illinois; Children/Youth, Health and Welfare; Finance Committee, Board Member (proprietor, partner, officer, director, employee, trustee, agent); 01/2023; During business hours: 0; After business hours: 5; Business Development/Growth, Accounting/Bookkeeping
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-04 |
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