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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-12 |
| MO | RA | APPROVED | 2022-09-09 |
Branch Locations
7733 Forsyth Boulevard Suite 2100, Clayton, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Clayton | MO | 12/2019 | 03/2022 |
| Bjc Healthcare | Saint Louis | MO | 03/2015 | 12/2019 |
| Bjc Healthcare | Saint Louis | MO | 03/2015 | Present |
| De Novo, Llc | Saint Charles | MO | 06/2013 | Present |
| Morgan Stanley | Clayton | MO | 04/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2022 | Present |
Real Estate Ownership; AirBNB Suite that is part of my primary residence; Saint Charles, MO 63301; Not Investment Related; January 2020. Business Ownership; De Novo LLC; Owner; Owned rental property but property has been sold; Saint Charles, MO 63301; Not Investment Related; June 2013; 0 hours per month; 0 during trading hours. Outside Employment; BJC Healthcare; Exercise Specialist; St. Louis, MO 63108; Not Investment Related; March 2015; 0-9 hours per month; 0 during trading hours. Fiduciary Activities; Named or act in a fiduciary capacity; such as attorney-in-fact, trustee, conservator, guardian, executor or personal representative. *675665- self; Investment related: No; Saint Charles, Missouri; private yoga instruction; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2026; During business hours: 2; After business hours: 0; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-09 |
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