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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-01-31 |
| MO | RA | APPROVED | 2023-03-06 |
Branch Locations
301 Congress Avenue Suite 1400, Austin, TX 78701 • United States
7500 College Blvd 5Th Floor, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Empower Retirement | Overland Park | KS | 08/2015 | 02/2021 |
| Blooom, Inc. | Overland Park | KS | 02/2021 | 11/2022 |
| Morgan Stanley | Austin | TX | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-07-28 |
| S65 | Uniform Investment Adviser Law Examination | 2021-11-12 |
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