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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-14 |
| NH | RA | APPROVED | 2025-07-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Boston | MA | 07/2011 | 03/2022 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 03/2022 |
| Ameriprise Financial Services Llc | Middleton | MA | 03/2022 | 07/2025 |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | 03/2022 |
| Wells Fargo Clearing Services, Llc | Boston | MA | 07/2025 | Present |
Board Member, Andover Contributory Retirement Board, North Andover, MA, Not Investment-Related; 09/26/2024; 1 hour per month; 0 during trading hours. ANDOVER CONTRIBUTORY RETIREMENT BOARD; NOT INV RELATED; ANODVER,MA; CHAIR OF THE BOARD; START DATE: 12/01/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-26 |
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