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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-14 |
| KS | RA | APPROVED | 2022-03-30 |
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 |
|---|---|---|---|---|
| University Of Kansas | Lawrence | KS | 08/2016 | 05/2020 |
| Rokk3R Fuel Exo | Miami | FL | 05/2019 | 08/2019 |
| Mml Investors Services, Llc | Overland Park | KS | 05/2021 | 12/2021 |
| Massmutual Life Insurance Co. | Overland Park | KS | 06/2020 | 12/2021 |
| Morgan Stanley Smith Barney Llc | Leawood | KS | 02/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2024 | Present |
*487561 - Holliday Properties LLC; Investment related - Yes; Lake Quivira, KS; Real Estate; General Manager (proprietor, partner, officer, director, employee, trustee, agent); 11/2021; During business hours: 0; After business hours: 5;Accounting/Bookkeeping, Administrative, Business Development/Growth, Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-30 |
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