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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-01-05 |
| TX | RA | APPROVED_RES | 2025-03-28 |
| KS | RA | APPROVED | 2024-12-11 |
Branch Locations
11161 Overbrook Road Suite 225, Leawood, KS 66211 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Leawood | KS | 10/2024 | 12/2024 |
| Dentsply Sirona | Kansas City | KS | 09/2022 | 09/2024 |
| Spencer Medical Sales / Paragon 28 | Lenexa | KS | 01/2021 | 08/2022 |
| Verano Holdings, Inc. | North Las Vegas | NV | 02/2019 | 05/2020 |
| Spring Venture Group | Kansas City | MO | 06/2018 | 11/2018 |
| Freightquote | Kansas City | MO | 04/2017 | 05/2018 |
| Life Time, Inc. | Overland Park | KS | 11/2016 | 04/2017 |
| Unemployed | Leawood | KS | 05/2020 | 12/2020 |
| Morgan Stanley Smith Barney Llc | Leawood | KS | 12/2024 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-26 |
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