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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 |
|---|---|---|---|
| CT | RA | APPROVED | 2024-06-21 |
| TX | RA | APPROVED | 2024-06-20 |
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 | Fairfield | CT | 06/2017 | 06/2024 |
| Morgan Stanley Private Bank, National Association | New York | NY | 09/2017 | 06/2024 |
| Wells Fargo Clearing Services, Llc ( | Westport | CT | 06/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2017 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Stamford | CT | 10/2003 | 06/2017 |
VACATION RENTAL PROPERTY, INVT RELATED, HARWICHPORT, MA, 100% OWNERSHIP, START DATE 6/28/2024, 1 HR PER MONTH, 0 HRS DURING TRADING, OWNER OF RENTAL PROPERTY. | BELLE PORT LLC; INVESTMENT RELATED; HARWICHPORT, MA; 100% OWNERSHIP; START DATE 7/24/24; 1 HOUR PER MONTH 0 DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-30 |
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