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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-26 |
| WI | RA | APPROVED | 2014-03-03 |
Branch Locations
2124 Kohler Memorial Dr. Suite 230, Sheboygan, WI 53081 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Sheboygan | WI | 12/2013 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. I OWN STOCK OPTIONS IN ENSERVIO INC, THAT HOLD NEXT TO NO VALUE. PENNY PER SHARE. HAVE NO INVOLVEMENT WITH THEM BEYOND THE OWNERSHIP OF THE STOCK. 2. *409703 - Guardian; Investment related -Yes; Sheboygan, Wisconsin; Guardian; 09/2020; During business hours: 1; After business hours: 0; Investment Decisions/Advice *567944- Trinity Lutheran Church & School; Investment related -No; Sheboygan, Wisconsin; Religious; Board Member, Treasurer (proprietor, partner, officer, director, employee, trustee, agent); 09/2023; During business hours: 2; After business hours: 8; Report on the annual budget and aid in the monthly and quarterly delivery of the finanicals to the church council.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-03 |
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