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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-10-26 |
| IA | RA | APPROVED | 2017-09-01 |
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 | 06/2016 | Present |
| St. Ambrose University | Davenport | IA | 08/2014 | 05/2017 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 10/2017 | Present |
*457048- The APEX Outdoors; Investment related - No; DeWitt, Iowa; Hunting, Fishing, Outdoors; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 09/2021; During business hours: 0; After business hours: 40; Business Development/Growth, Sales/Marketing *647495 - CrossFit Millstone; Investment related-No; Bettendorf, Iowa; Fitness; Coach (proprietor, partner, officer, director, employee, trustee, agent); 07/2025; During business hours: 0; After business hours: 12; Coach inperson group classes one night a week.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-01 |
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