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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-13 |
| WI | RA | APPROVED | 2026-03-02 |
Branch Locations
411 East Wisconsin Avenue Suite 2200, Milwaukee, WI 53202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Milwaukee | WI | 04/2025 | Present |
| Fiddleheads Management Llc | Thiensville | WI | 09/2019 | 02/2025 |
| Mt Carmel Brewing Company | Cincinnati | WI | 10/2014 | 07/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-28 |
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