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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-03 |
| WI | RA | APPROVED | 2023-04-21 |
Branch Locations
111 North Washington Street Suite 410, Green Bay, WI 54301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Diversified Investors Securities Corp. Now Known As Transamerica | Green Bay | WI | 04/2011 | 05/2021 |
| Diversified Investment Advisors Now Known As Transamerica | Green Bay | WI | 04/2011 | 05/2021 |
| Fidelity Brokerage Services, Llc | Covington | KY | 05/2021 | 02/2022 |
| Morgan Stanley | Green Bay | WI | 02/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-17 |
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