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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-03-10 |
| CO | RA | APPROVED | 2021-02-19 |
Branch Locations
1550 Market Street Suite 600, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Clemente | CA | 02/2014 | 02/2021 |
| Bank Of America, N.A. | San Clemente | CA | 08/2014 | 02/2021 |
| Morgan Stanley Smith Barney Llc | Denver | CO | 02/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2021 | Present |
*575365- Colorado Womens Bar Association; Investment related: No; Denver, Colorado; Civic/Community; Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 11/2023; During business hours: 5; After business hours: 0; Business Development/Growth, Marketing, Fundraising
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-19 |
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