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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-23 |
| WI | RA | APPROVED | 2025-10-14 |
Branch Locations
8215 Greenway Boulevard 4Th Floor, Middleton, WI 53562 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Middleton | WI | 09/2022 | Present |
| Terso Solutions | Madison | WI | 04/2018 | 09/2022 |
| Abb - Thomas & Betts Power Solutions | Madison | WI | 07/2014 | 03/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-14 |
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