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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2021-08-06 |
| TX | RA | APPROVED | 2021-08-06 |
Branch Locations
1535 East Primrose Street, Springfield, MO 65804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 03/2014 | 08/2021 |
| Morgan Stanley Smith Barney Llc | Springfield | MO | 08/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2021 | Present |
*550343 - Community Foundation of the Ozarks - Investment Advisory Board; Investment related No; Springfield, Missouri; Civic/Community, Humanitarian; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); 07/2023 ; During business hours: 2; After business hours: 0; Administrative.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-16 |
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