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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-05-05 |
| MO | RA | APPROVED | 2023-05-05 |
| TX | RA | APPROVED | 2023-05-05 |
Branch Locations
233 South Wacker Drive Suite 9200 Pwm, Chicago, IL 60606 • United States
14805 North Outer Forty Road Suite 200, Chesterfield, MO 63017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Chesterfield | MO | 04/2020 | 05/2023 |
| Capgrow Home Mortgage | Chesterfield | MO | 07/2014 | 04/2020 |
| Morgan Stanley Smith Barney Llc | Chesterfield | MO | 05/2023 | Present |
(1) *OBI - 555155 - Mizzou Lacrosse Alumni Association ; Investment related - No ; Kansas City, Missouri ; Children/Youth:Civic/Community ; Board Member:Founder(proprietor, partner, officer, director, employee, trustee, agent) ; 5/2015 ; During business hours : 0 ; After business hours : 4 ; Administrative:Fundraising:Check Signing/Funds Disbursements:Accounting/Bookkeeping (2) Cherry Hill West Homeowners' Association / Ellisville, MO / Support community inclusion and maintenance of community structures / Charity / Treasurer of the board / Manage budget and coordinate with board to facilitate community involvement and neighborhood monument maintenance / Start 23-May-2022.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-17 |
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