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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2021-10-22 |
| TX | RA | APPROVED | 2021-10-22 |
Branch Locations
1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Springfield | MO | 01/2012 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 10/2021 |
| Sanctuary Wealth | Springfield | MO | 10/2021 | Present |
1) CONVOY OF HOPE POSITION: volunteer board NATURE: To feed the poor people all over the world. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 4 START DATE: 01/26/2026 ADDRESS: 1 Convoy Dr, Springfield MO 65802, United States DESCRIPTION: i will assist the CFO in developing a process to review their investments.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-08 |
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