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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2020-08-05 |
| TX | RA | APPROVED | 2020-08-05 |
Branch Locations
14767 North Outer 40 Rd Fl 2, Chesterfield, MO 63017 • United States
Chesterfield, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Chesterfield | MO | 06/2015 | 08/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 09/2015 | 08/2020 |
| Wells Fargo Clearing Services, Llc | Chesterfield | MO | 08/2020 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2015 | Present |
HOFMAN WEALTH MANAGEMENT, LLC; INV RELATED;CHESTERFIELD,MO; 50% OWNERSHIP; START DATE: 09/21/2026; 200 HRS PER MONTH; 200 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-19 |
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