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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED | 2023-03-22 |
| IA | RA | APPROVED | 2023-01-31 |
Branch Locations
4300 East 53Rd Street Suite 300, Davenport, IA 52807 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Davenport | IA | 10/2021 | Present |
| Total Solutions | Davenport | IA | 01/2020 | 09/2021 |
| Mainsheet Financial Solutions | Charleston | SC | 03/2015 | 10/2021 |
| St. Kilda | Des Moines | IA | 09/2018 | 07/2019 |
| King Street Grille | Charleston | SC | 07/2012 | 07/2018 |
| Heart Of America Group | Moline | IL | 10/2019 | 01/2020 |
*577956 - Riverside Grille; Investment related-No; Bettendorf, Iowa; Restaurant/Bar/Nightclub; Employee (proprietor, partner, officer, director, employee, trustee, agent); 11/2023; During business hours: 0; After business hours: 30; serving and bartending their customers
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-31 |
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