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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-09 |
| WI | RA | APPROVED | 2025-12-23 |
Branch Locations
111 North Washington Street Suite 410, Green Bay, WI 54301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Green Bay | WI | 10/2025 | Present |
| Titletowntech Ventures Llc | Green Bay | WI | 11/2018 | 10/2025 |
| Associated Bank N.A. | Green Bay | WI | 01/2013 | 10/2018 |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2025 | Present |
*670493- Fund for Wisconsin Scholars Inc.; Investment related: No; Madison, Wisconsin; Children/Youth, Education, Hardship Assistance; Board Member, Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 09/2025; During business hours: 1; After business hours: 0; Administrative, Business Development/Growth, Investment Decisions/Advice *678092 - Society H3 Ventures LLC; Investment related: No; De Pere, Wisconsin; Investment/Finance/Banking; Managing Member(proprietor, partner, officer, director, employee, trustee, agent); 2/2022; During business hours: 0; After business hours: 0; Administrative *670492- University of Wisconsin-Green Bay; Investment related: No; Green Bay, Wisconsin; Education; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 01/2017; During business hours: 3; After business hours: 7; Fundraising, Administrative, Business Development/Growth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-23 |
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