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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2024-09-18
  • WI RA
    APPROVED
    Since 2024-09-18

Branch Locations

111 North Washington Street Suite 410, Green Bay, WI 54301 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Green Bay WI 07/2024 Present
Morgan Stanley Green Bay WI 05/2023 08/2023
Morgan Stanley Green Bay WI 05/2022 08/2022
Lizer Landscape Green Bay WI 05/2021 08/2021
University Of Tennessee Knoxville TN 08/2020 05/2024
N/A Green Bay WI 06/2014 08/2020
Morgan Stanley Private Bank, N.A New York NY 10/2024 Present
  • 07/2024 → Present
    Green Bay, WI
  • 05/2023 → 08/2023
    Green Bay, WI
  • 05/2022 → 08/2022
    Green Bay, WI
  • 05/2021 → 08/2021
    Lizer Landscape
    Green Bay, WI
  • 08/2020 → 05/2024
    University Of Tennessee
    Knoxville, TN
  • 06/2014 → 08/2020
    N/A
    Green Bay, WI
  • 10/2024 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-18
  • S66 Uniform Combined State Law Examination
    2024-09-18

View on SEC IAPD

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