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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-09-13 |
| TX | RA | APPROVED | 2024-09-13 |
Branch Locations
320 South Canal Street Suite 2975, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Chicago | IL | 11/2020 | 09/2024 |
| Deloitte | Chicago | IL | 09/2019 | 11/2020 |
| College Student - Unemployed | Boulder | CO | 03/2018 | 09/2019 |
| Deloitte | Chicago | IL | 01/2018 | 03/2018 |
| College Student - Unemployed | Boulder | CO | 08/2017 | 01/2018 |
| Merrill Lynch | Schaumburg | IL | 07/2017 | 08/2017 |
| College Student - Unemployed | Boulder | CO | 08/2016 | 07/2017 |
| Morgan Stanley | Chicago | IL | 01/2021 | 09/2024 |
| Wells Fargo Advisors Financial Network, Llc | Chicago | IL | 09/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2022 | Present |
GIRARD FINANCIAL SERVICES INC, INV RELATED, CHICAGO, IL, 100% OWNERSHIP, START 9/13/24, 1 HR PER MONTH, 0HRS DURING TRADING, FINET PRACTICE; CERTIFICATE PUBLIC ACCOUNT LICENSE, INV RELATED, COLORADO, LICENSE, START DATE 1/20/2021, 1 HR PER MONTH, 0 HRS DURING TRADING, INACTIVE CPA LICENSE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-21 |
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