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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-03-01 |
| AZ | RA | APPROVED | 2021-01-20 |
Branch Locations
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 | Prescott | AZ | 06/2020 | Present |
| Hudl | Lincoln | NE | 01/2019 | 04/2020 |
| Agronomy Plus | Mitchell | SD | 05/2018 | 08/2018 |
| Professional Landscaping And Lawn Irrigation | Watertown | SD | 05/2017 | 08/2017 |
| University Of Nebraska-Lincoln | Lincoln | NE | 08/2018 | 12/2018 |
| University Of Nebraska-Lincoln | Lincoln | NE | 08/2017 | 05/2018 |
| University Of Nebraska-Lincoln | Lincoln | NE | 08/2016 | 05/2017 |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2025 | Present |
*633274- Granville Community Association; Investment related: No; Prescott Valley, Arizona; Civic/Community; Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 04/2025; During business hours: 1; After business hours: 1; Administrative:Provide guidance for planned / unplanned reserve & capital improvement expenditures for projects that arise
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-23 |
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