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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-17 |
| OR | RA | APPROVED | 2023-05-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Insurance Services | Medford | OR | 05/2022 | 02/2023 |
| Avantax Advisory Services | Medford | OR | 05/2022 | 02/2023 |
| Avantax Investment Services Inc. | Medford | OR | 05/2022 | 02/2023 |
| Kdp Wealth Management, L.L.C | Medford | OR | 04/2018 | 02/2023 |
| Oregon Department Of Human Services - Child Welfare | Medford | OR | 02/2017 | 04/2018 |
| Northwest Regional Reentry Center | Portland | OR | 03/2016 | 09/2016 |
| Unemployed | Medford | OR | 09/2016 | 02/2017 |
| Morgan Stanley | Medford | OR | 05/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2023 | Present |
*602439 - Konnect Dental Kare Services; Investment related: No; Klamath Falls, Oregon; Children/Youth, Civic/Community; Board Member, Treasurer (proprietor, partner, officer, director, employee, trustee, agent); 08/2024; During business hours: 0; After business hours: 5; Marketing, Business Development/Growth, Administrative, Fundraising, Labor/Service, Budgeting and Overseeing spending.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-29 |
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