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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_RES | 2025-05-21 |
| IN | RA | APPROVED | 2024-06-18 |
| KY | RA | APPROVED | 2019-08-13 |
Branch Locations
297 N Hubbards Ln 2Nd & 3Rd Fl, Louisville, KY 40207 • United States
Sellersburg, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Louisville | KY | 11/2013 | 08/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 08/2019 |
| Wells Fargo Clearing Services Llc | Louisville | KY | 08/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 1992-04-24 |
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