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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-10-13 |
Branch Locations
121 South Tejon Street Suite 700, Colorado Springs, CO 80903 • 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 | 07/2015 | 10/2022 |
| Bank Of America, N.A. | Denver | CO | 08/2015 | 10/2022 |
| Morgan Stanley | Colorado Springs | CO | 10/2022 | Present |
| Morgan Stanley Private Bank, N.A. | Colorado Springs | CO | 10/2022 | Present |
*624997- Pikes Peak Marathon; Investment related: No; Manitou Springs, Colorado; Recreation; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 01/2025; During business hours: 0; After business hours: 5; Labor/Service:Administrative:Check Signing/Funds Disbursements
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-09-15 |
| S65 | Uniform Investment Adviser Law Examination | 2014-12-20 |
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