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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-22 |
| MO | RA | APPROVED | 2021-11-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Century Investment Services, Inc. | Kansas City | MO | 01/2019 | 10/2021 |
| Mosquito Squad Of Kansas City | Roeland Park | KS | 05/2015 | 12/2018 |
| Tougaloo Academic Success Center | Jackson | MS | 09/2017 | 05/2018 |
| Tougaloo College | Jackson | MS | 08/2016 | 07/2018 |
| Kc Challenge Volleyball Club | Olathe | KS | 06/2019 | Present |
| Morgan Stanley | Kansas City | MO | 10/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2021 | Present |
*460032 - KC Power Volleyball Club; Investment related-No; Olathe, Kansas; Recreation; Employee (proprietor, partner, officer, director, employee, trustee, agent); 06/2019; During business hours: 0; After business hours: 50; volleyball coach.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-01 |
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