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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-10-05 |
| WI | RA | APPROVED | 2021-06-02 |
Branch Locations
20975 Swenson Drive Suite 300, Waukesha, WI 53186 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Edgewater Hotel | Madison | WI | 05/2017 | 07/2018 |
| Center For Corporate Innovation | Madison | WI | 08/2016 | 05/2017 |
| University Of Wisconsin Madison | Madison | WI | 09/2015 | 05/2018 |
| Morgan Stanley | Madison | WI | 07/2018 | 01/2019 |
| Morgan Stanley Private Bank N.A. | New York | NY | 01/2019 | 12/2020 |
| Northwestern Mutual Investment Services Llc | Milwaukee | WI | 01/2021 | 04/2021 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 12/2020 | 04/2021 |
| Morgan Stanley Smith Barney Llc | Madison | WI | 01/2019 | 12/2020 |
| Morgan Stanley Smith Barney Llc | Waukesha | WI | 05/2021 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 08/2021 | Present |
*603839 - EFMM; Investment Related - No; Romeoville, Illinois; Fashion; Employee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 08/2024; During Business Hours: 0; After Business Hours: 10; Modeling.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-18 |
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