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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 |
| IN | RA | APPROVED | 2018-01-26 |
Branch Locations
111 Monument Circle Suite 3100, Indianapolis, IN 46204 • United States
Indianapolis, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Indianapolis | IN | 01/2014 | 11/2017 |
| Morgan Stanley | Indianapolis | IN | 11/2017 | Present |
*410027 - Trust; Investment related -Yes; Indianapolis, Indiana; Successor Trustee; 09/2020; During business hours: 0; After business hours: 0; Estate Administration
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-12 |
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