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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2022-01-31 |
| TX | RA | APPROVED | 2020-12-02 |
| KS | RA | APPROVED | 2020-11-30 |
Branch Locations
11161 Overbrook Road Suite 225, Leawood, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Us Bank | Prairie Village | KS | 04/2015 | 11/2020 |
| Morgan Stanley Smith Barney Llc | Leawood | KS | 11/2020 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2020 | Present |
*419017 - Gypsy Rig Enterprises, LLC; Investment related Yes; Kansas City, MO; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); Jan 2021; During business hours: 0; After business hours: 1; Check Signing/Funds Disbursements, Administrative. *419024 - Amour Oaks Senior Living; Investment related No; Kansas City, MO; Non-Profit; Board Member, Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); Dec 2017; During business hours: 0; After business hours: 2; Administrative, Fundraising.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-29 |
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