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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-08 |
| WI | RA | APPROVED | 2009-06-01 |
Branch Locations
4545 West College Avenue Suite 300, Appleton, WI 54914 • United States
3 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 | Appleton | WI | 04/2007 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*641917- Pike River LLC; Investment related: No; Athelstane, Wisconsin; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 06/2025; During business hours: 0; After business hours: 1; Check Signing/Funds Disbursements, Accounting/Bookkeeping
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 1983-07-19 |
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