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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-04-17 |
| KS | RA | APPROVED | 2023-04-14 |
Branch Locations
1617 North Waterfront Parkway Suite 200, Wichita, KS 67206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ima | Wichita | KS | 06/2018 | 02/2019 |
| Ima Wealth, Inc. | Wichita | KS | 03/2019 | 04/2023 |
| Ymca Of Pierce & Kitsap Counties | Tacoma | WA | 06/2014 | 06/2017 |
| Unemployed | Tacoma | WA | 07/2017 | 05/2018 |
| Morgan Stanley | Wichita | KS | 04/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2025 | Present |
*616428 - R & K Holding, LLC; Investment Related - Yes; Wichita, Kansas; Real Estate; Member(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 07/2024; During Business Hours: 0; After Business Hours: 0.5; Property Management
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-07-24 |
| S65 | Uniform Investment Adviser Law Examination | 2019-08-16 |
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