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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2020-08-05 |
| TX | RA | APPROVED | 2020-08-05 |
Branch Locations
14767 North Outer 40 Rd Fl 2, Chesterfield, MO 63017 • United States
Chesterfield, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Chesterfield | MO | 07/2013 | 08/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 08/2020 |
| Wells Fargo Clearing Services, Llc | Chesterfield | MO | 08/2020 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
RENTAL PROPERTY, INVT RELATED, KIRKWOOD, MO, 100% OWNERSHIP, START DATE 9/19/2019, 5 HRS PER MONTH, 0 HRS DURING TRADING, OWNER. RENTAL PROPERTY, INVT RELATED, ST. PETERS, MO, 100% OWNERSHIP, START DATE, 8/10/2017, 5 HRS PER MONTH, 0 HRS DURING TRADING, OWNER. TOTUS TUUS, LLC, INVT RELATED, CHESTERFIELD, MO, 100% OWNERSHIP, START DATE 5/1/2019, 5 HRS PER MONTH, 0 HRS DURING TRADING, OWNER. HOFMAN WEALTH MANAGEMENT, LLC; INV RELATED;CHESTERFIELD,MO; INVESTMENT ADVICE;50% OWNERSHIP; START DATE: 03/31/2026; 200 HRS PER MONTH; 200 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-17 |
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