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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-09-19 |
| TX | RA | APPROVED_RES | 2022-09-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Wealth Management, Inc. | Fort Collins | CO | 03/2009 | 09/2022 |
| Private Client Services, Llc | Fort Collins | CO | 04/2013 | 09/2022 |
| Morgan Stanley Smith Barney Llc | Loveland | CO | 09/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2022 | Present |
*524704 - Sunflower Capital LLC; Investment related: Yes; Windsor, Colorado; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 09/2018; During business hours: 0; After business hours: 0; Investment Decisions/Advice
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-05 |
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