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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-30 |
| CO | RA | APPROVED | 2022-02-18 |
| TX | RA | APPROVED | 2022-02-18 |
Branch Locations
2258 E Main Street, Cortez, CO 81301 • United States
1099 Main Ave Ste 203, Durango, CO 81301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 10/2016 |
| Morgan Stanley | Durango | CO | 12/2016 | 02/2022 |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | 02/2022 |
| Baird | Durango | CO | 02/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-26 |
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