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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-25 |
| WI | RA | APPROVED | 2025-05-22 |
Branch Locations
411 East Wisconsin Avenue Suite 2200, Milwaukee, WI 53202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo & Company | Madison | WI | 01/2013 | 04/2018 |
| Wells Fargo & Company | Milwaukee | WI | 01/2015 | 04/2018 |
| Morgan Stanley | Milwaukee | WI | 04/2018 | Present |
| Morgan Stanley Private Bank, N.A. | Milwaukee | WI | 04/2018 | Present |
*344652 - Abert Asset Management LLC; Investment Related: Yes; Muskego, Wisconsin; Real Estate; Partner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 10/2011; During Business Hours: 0; After Business Hours: 1; Owner of the LLC that holds real estate 2.Rental Property; Investment related Yes; IL; Rental; Owner (proprietor, partner, officer, director, employee, trustee, agent); Jun 2005; During business hours: 0; After business hours: 1
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-04 |
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