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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 |
|---|---|---|---|
| MO | RA | APPROVED | 2019-04-09 |
Branch Locations
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 & Co., Incorporated | Springfield | MO | 04/2007 | 04/2019 |
| Morgan Stanley Smith Barney | Springfield | MO | 06/2009 | 04/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 04/2019 |
| Wells Fargo Clearing Services Llc | Springfield | MO | 04/2019 | Present |
UNIVERSITY OF MISSOURI; NOT INV. RELATED; COLUMBIA, MO; BOARD OF CURATORS; START DATE 4/2017; 10 HRS PER MONTH; 3 HRS DURING TRADING; DUTIES: ATTENDING MEETINGS, DISCUSSING TOPICS RELATED TO ACADEMIC, STUDENT AFFAIRS, RESEARCH, ECONOMIC DEVELOPMENT, AUDIT, EXTERNAL AFFAIRS, MARKETING AND ADVACEMENT, FINANCE, GOVERNANCE, RESOURCE AND PLANNING, HEALTH AFFAIRS, COMPENSATION AND HR.| LAYMAN PROPERTIES, LLC; INVESTMENT RELATED; SPRINGFIELD,MO; 100% OWNERSHIP; START DATE 07/26/2011; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; OWNER.| UNIVERSITY OF MISSOURI BOARD OF CURATORS- ACADEMIC, STUDENT AFFAIRS; NOT INV RELATED; COLUMBIA, MO; BOARD OF CURATORS; START DATE 02/06/2025; 2 HOURS PER MONTH; 0 HOURS DURING TRADING; | RENTAL PROPERTY - MARSHAL; INV RELATED; MARSHFIELD, MO;100% OWNERSHIP; START DATE: 11/18/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;| SOLE PROPRIETORSHIP - SHARECROPPING ; NUMKJOT INV RELATED; MARSHFIELD,MO; HARVEST AND SELL HAY BALES;100% OWNERSHIP; START DATE: 12/05/2025; 1 HRS PER MONTH; 1 HRS DURING TRADING;| ANTLER VALLEY RANCH LLC ; INV RELATED;SPRINGFIELD,MO; LLC;100% OWNERSHIP; START DATE: 05/02/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-21 |
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