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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 |
|---|---|---|---|
| WI | RA | APPROVED | 2024-02-06 |
| MI | RA | APPROVED | 2024-02-05 |
| TX | RA | APPROVED | 2024-02-05 |
Branch Locations
4660 S Hagadorn Rd Ste 300, East Lansing, MI 48823 • United States
999 3Rd Ave Ste 4000, Seattle, WA 98104 • 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 Smith Barney | East Lansing | MI | 06/2009 | 02/2024 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 02/2024 |
| Wells Fargo Clearing Services, Llc | Seattle | WA | 02/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-02 |
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