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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-16 |
| MO | RA | APPROVED | 2023-04-25 |
Branch Locations
14805 North Outer Forty Road Suite 200, Chesterfield, MO 63017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Saint Louis | MO | 04/2016 | 09/2018 |
| Bank Of America, N.A. | Saint Louis | MO | 04/2016 | 09/2018 |
| Jpmorgan Chase Bank, N.A. | Clayton | MO | 09/2018 | 04/2023 |
| Jpmorgan Securities Llc | Clayton | MO | 09/2018 | 04/2023 |
| Trek | Saint Louis | MO | 10/2021 | Present |
| Morgan Stanley Smith Barney Llc | Chesterfield | MO | 04/2023 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 06/2023 | Present |
(1) 554889 - Trek; Not Investment Related; Ballwin, MO; Recreation; Employee; Start October 2021; During business hours: 0 ; After business hours: 10 ; Sales/Marketing; Build bicycles. (2) 554791- Saint Louis Art Museum; Not Investment Related; St. Louis, MO; Art/Culture; Investment Committee, Board Member, Officer; Start January 2023; During business hours: 2; After business hours: 2; Administrative.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-26 |
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