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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 |
|---|---|---|---|
| MT | RA | APPROVED | 2019-08-07 |
| TX | RA | APPROVED | 2019-08-05 |
Branch Locations
17 Cowboys Way Ste 500, Frisco, TX 75034 • United States
Bozeman, MT • United States
Frisco, TX • United States
211 W Main St 1St & 2Nd Fls, Bozeman, MT 59715 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Dallas | TX | 08/2010 | 08/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 08/2019 |
| Wells Fargo Clearing Services Llc | Plano | TX | 08/2019 | Present |
RENTAL PROPERTY, INVT RELATED, BOZEMAN, MONTANA, 100% OWNERSHP, START DATE 9/1/2015, 5 HRS PER MONTH, 0 HRS DURING TRADING, HOME OWNER
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-29 |
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