Best Investors Account Sign in
Claim This Profile
Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-04-12
MO RA APPROVED 2023-04-17
  • TX RA
    APPROVED
    Since 2024-04-12
  • MO RA
    APPROVED
    Since 2023-04-17

Branch Locations

1535 East Primrose Street, Springfield, MO 65804 • 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 Smith Barney Llc Springfield MO 11/2022 03/2023
Bear Homes, Llc Springfield MO 12/2018 Present
Mcbride Hard Surface Restoration, Llc Dba Sir Grout Southwest Mo Springfield MO 07/2014 04/2019
Morgan Stanley Smith Barney Llc Springfield MO 03/2023 Present
Morgan Stanley Private Bank, N.A New York NY 05/2023 Present
  • 11/2022 → 03/2023
    Morgan Stanley Smith Barney Llc
    Springfield, MO
  • 12/2018 → Present
    Bear Homes, Llc
    Springfield, MO
  • 07/2014 → 04/2019
    Mcbride Hard Surface Restoration, Llc Dba Sir Grout Southwest Mo
    Springfield, MO
  • 03/2023 → Present
    Morgan Stanley Smith Barney Llc
    Springfield, MO
  • 05/2023 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Other Businesses

*548751 - Bear Homes, LLC; Investment related Yes; Springfield, Missouri; Real Estate, Rental Property; Owner (proprietor, partner, officer, director, employee, trustee, agent); 10/2018 ; During business hours: 1; After business hours: 1; Check Signing/Funds Disbursements. *548763 - Bear Homes 2, LLC; Investment related Yes; Springfield, Missouri; Rental Property, Real Estate; Owner (proprietor, partner, officer, director, employee, trustee, agent); 10/2020 ; During business hours: 0; After business hours: 0; Check Signing/Funds Disbursements. *548819- BDG-1, LLC; Investment related-Yes; Springfield, Missouri; Real Estate:Rental Property; Partner (proprietor, partner, officer, director, employee, trustee, agent); 01/2020; During business hours: 1; After business hours: 1; Occasional meetings or phone calls with other members *551074- S & T Investments II, LLC; Investment related - Yes; Springfield, Missouri; Real Estate:Rental Property; Partner (proprietor, partner, officer, director, employee, trustee, agent); 09/2019; During business hours: 1; After business hours: 0; Other Periodic phone call with Steve Strobel *550387- Breathless View Mountain Estates Property Owners Association; Investment related No; Springfield, Missouri; Other; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 01/2021; During business hours: 0; After business hours: 3; Administrative:Check Signing/Funds Disbursements:Accounting/Bookkeeping

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-07
  • S66 Uniform Combined State Law Examination
    2023-03-07

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Springfield, MO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor