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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2018-10-02 |
| TX | RA | APPROVED | 2018-10-02 |
Branch Locations
8801 River Crossing Blvd Suite 120, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Indianapolis | IN | 06/2009 | 10/2018 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 10/2018 |
| Robert W Baird & Co., Incorporated | Indianapolis | IN | 10/2018 | Present |
CC Express, Inc. 13867 Coldwater Drive Carmel IN 46032 Role/Responsibility: Owner of parcel delivery service Start date: 6/17 Hours spent: 2/month No time spent during trading hours Non Investment related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-08-04 |
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