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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-12 |
| WI | RA | APPROVED | 2023-04-11 |
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 |
|---|---|---|---|---|
| Bmo Harris Financial Advisors, Inc. | Appleton | WI | 08/2012 | 03/2021 |
| Lpl Financial Llc | Green Bay | WI | 03/2021 | 03/2023 |
| Morgan Stanley | Green Bay | WI | 03/2023 | Present |
*684969 - United Way of Brown County; Investment related: No; Green Bay, Wisconsin; Civic/Community, Economic Assistance, Hardship Assistance, Health and Welfare; Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 04/2026; During business hours: 2; After business hours: 3; Administrative, Accounting/Bookkeeping
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 2008-10-08 |
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