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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-07-21 |
| CO | RA | APPROVED | 2020-03-19 |
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 |
|---|---|---|---|---|
| Blakely Walters Wealth Management | Tempe | AZ | 02/2016 | 04/2017 |
| Blakely Walters Wealth Management | Tempe | AZ | 04/2017 | 03/2020 |
| Morgan Stanley Smith Barney Llc | Colorado Springs | CO | 03/2020 | Present |
(1) 499774 - Acadian Acres Farmstead LLC / Investment Related / Colorado Springs, CO / Agriculture - Retail/Online Stores - Wholesale/Distribution / Sole Proprietor, Owner, Partner / Start May 2022 / During business hours: 0 / After business hours: 35 / Administrative, Accounting. (2) 597184 - Rental Property / Investment Related / Colorado Springs, CO / Rental Property / Partner / Start June 2024 / During business hours: 0 / After business hours: 10 / Property Management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-18 |
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