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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-12-08 |
| IA | RA | APPROVED | 2020-09-28 |
Branch Locations
600 3Rd Avenue Southeast Suite 100, Cedar Rapids, IA 52401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Cedar Rapids | IA | 07/2020 | Present |
| Bmo Harris Bank Na | Chicago | IL | 09/2013 | 07/2019 |
| Wintrust Investements Llc | Chicago | IL | 07/2019 | 07/2020 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 10/2020 | Present |
*567876- THE CEDAR RAPIDS COUNTRY CLUB; Investment related -No; CEDAR RAPIDS, Iowa; COUNTRY CLUB; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 09/2023; During business hours: 0; After business hours: 2; Administrative *577910- THE CEDAR RAPIDS COUNTRY CLUB; Investment related: No; CEDAR RAPIDS, Iowa; Social & Recreational; Officer (non-board member) (proprietor, partner, officer, director, employee, trustee, agent); 09/2024; During business hours: 0; After business hours: 2; Administrative, Accounting/Bookkeeping
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-28 |
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