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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-08 |
| TX | RA | APPROVED_RES | 2022-01-24 |
| WI | RA | APPROVED | 2022-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Broussard Consulting | Milwaukee | WI | 06/2008 | 09/2018 |
| Morgan Stanley | Milwaukee | WI | 10/2018 | 01/2022 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2019 | 01/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Milwaukee | WI | 01/2022 | Present |
| Carmax | Milwaukee | WI | 04/2018 | 10/2018 |
| Bank Of America, N.A. | Milwaukee | WI | 04/2022 | Present |
1.Rental Property; Investment related: Yes; Milwaukee, WI; Rental Property; Sole Proprietor / Owner / Partner(proprietor, partner, officer, director, employee, trustee, agent); Apr 2019; During business hours: 0; After business hours: 1; I*3156278Entity Type: For ProfitName of OBA: A memoirs bookAddress: Santa Monica, California, 90404Investment Related: NoPosition, Title, Association: OtherEmployee Start Date: 11/15/2025Number of Hours: 75, YearlyNumber of Hours during trading: 0Duties: Writing my personal memoirs into a book. Author I*3158264Entity Type: For ProfitName of OBA: Edyville LLCAddress: Milwaukee, Wisconsin, 53202Investment Related: NoPosition, Title, Association: General Partner/Managing Member,OwnerEmployee Start Date: 11/15/2025Number of Hours: 100, YearlyNumber of Hours during trading: 0Duties: Holding company for profit from lifestyle mobile apps. Concept, oversight of development and production.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-05 |
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