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One North Brentwood Boulevard Suite 850, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-11 |
| WI | RA | APPROVED | 2020-02-04 |
| FL | RA | APPROVED | 2019-04-22 |
Branch Locations
850 Park Shore Dr, Suite 204, Naples, FL 34103 • United States
One North Brentwood Boulevard Suite 850, St. Louis, MO 63105 • United States
Fish Creek, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Naples | FL | 06/2009 | 04/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 04/2019 |
| Benjamin F. Edwards & Co. | Naples | FL | 04/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-13 |
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