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One Post Office Square, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-03-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Minneapolis | MN | 01/2019 | 06/2020 |
| Rbc Wealth Managment | Minneapolis | MN | 06/2018 | 08/2018 |
| Howry Residential Services | Mendota Heights | MN | 12/2015 | 08/2018 |
| Dst Systems | Lawrence | KS | 08/2017 | 12/2017 |
| Boys And Girls Club Of America | Lawrence | KS | 08/2016 | 09/2017 |
| Devil's Advocate | Minneapolis | MN | 12/2018 | 05/2019 |
| The University Of Kansas | Lawrence | KS | 08/2015 | 12/2018 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 07/2019 | Present |
| Eaton Vance Distributors, Inc | Edina | MN | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-23 |
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