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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-19 |
| KS | RA | APPROVED | 2015-11-06 |
Branch Locations
1617 North Waterfront Parkway Suite 200, Wichita, KS 67206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Leawood | KS | 09/2015 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 12/2015 | Present |
1. University of Kansas Alumni Board; Not Investment related ; Government / Municipality / Political; Board Member (proprietor, partner, officer, director, employee, trustee, agent); Jul 2018; After business hours: 1; Attending quarterly board meetings, supporting the alumni association and promoting university.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-11-06 |
| S65 | Uniform Investment Adviser Law Examination | 2011-05-23 |
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