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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-12 |
| NV | RA | APPROVED | 2024-08-01 |
Branch Locations
490 California Ave, Reno, NV 89509 • United States
1512 Eureka Rd Ste 300 [Rn-Rbo], Roseville, CA 95661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Reno | NV | 07/2019 | 08/2023 |
| Md Spine Solutions | Reno | NV | 12/2014 | 08/2017 |
| Self | Reno | NV | 08/2017 | 07/2019 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 09/2019 | 08/2023 |
| U.S. Bancorp Investments, Inc. | Sparks | NV | 08/2023 | 08/2024 |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2019 | 08/2023 |
| Wells Fargo Clearing Services, Llc | Reno | NV | 08/2024 | Present |
University of NV Reno, College of Business Alumni Association; Not investment-related; Reno, NV; Alumni association, engagement and support to college alumni; Advisory board member, VP special events; 1/2020; 5 hours/month; 1 hour/trading; Attend monthly board meetings, plan and execute member events, fundraising.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-30 |
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