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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-03 |
| MO | RA | APPROVED | 2023-12-04 |
| TX | RA | APPROVED_RES | 2023-11-30 |
Branch Locations
16690 Swingley Ridge Road Suite 240-A, Chesterfield, MO 63017 • United States
Chesterfield, MO • United States
Innsbrook, MO • United States
Naples, FL • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Chesterfield | MO | 06/2009 | 11/2023 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 11/2023 |
| Ubs | Chesterfield | MO | 11/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 1981-11-20 |
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