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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-11-20 |
| WI | RA | APPROVED | 2020-11-13 |
Branch Locations
20975 Swenson Drive Suite 300, Waukesha, WI 53186 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Saint Louis | MO | 05/2017 | 10/2020 |
| Amica Mutual Insurance Company | Waukesha | WI | 09/2003 | 05/2017 |
| Morgan Stanley | Waukesha | WI | 10/2020 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2020 | Present |
*684996- Miller Family Trust; Investment related Yes; Hartland, Wisconsin; Agriculture; Sole Proprietor/Owner:Other (proprietor, partner, officer, director, employee, trustee, agent); 10/2025; During business hours: 0; After business hours: 1; Property Management:Administrative *689903 - Personal Residence to by held in my personal trust; Investment related: Yes ; Evansville; Wisconsin; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 04/2026; During business hours: 0; After business hours: 1; Administrative, Accounting/Bookkeeping, Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-15 |
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