Gregory S Poterack

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Current Employers

Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2021-06-24
IA	RA	APPROVED	2021-06-07

TX RA
APPROVED

Since 2021-06-24
IA RA
APPROVED

Since 2021-06-07

Branch Locations

4300 East 53Rd Street Suite 300, Davenport, IA 52807 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley Smith Barney Llc	Davenport	IA	05/2018	Present
Poterack Capital Advisory	Davenport	IA	07/2008	05/2018

05/2018 → Present

Morgan Stanley Smith Barney Llc

Davenport, IA
07/2008 → 05/2018

Poterack Capital Advisory

Davenport, IA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-06-07

S66 Uniform Combined State Law Examination

2021-06-07

View on SEC IAPD

Other Firms

ROBERT W. BAIRD & CO. INCORPORATED

MATHESON & ROCK WEALTH MANAGEMENT, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

REDHAWK WEALTH ADVISORS, INC.

THRIVENT INVESTMENT MANAGEMENT INC.

MML INVESTORS SERVICES, LLC

Other Investors

BRENT WILLIAM MCCORMICK

CHAD EDWARD LEWIS

ANDREW JOHN TRASOWECH

ELIZABETH JO BEHRENDS

Thomas James McCormick

Megan N Obenauf

JAMES MICHAEL SHRADER

VICTORIA JEAN RAMIREZ

Other Offices

ROBERT W. BAIRD & CO. INCORPORATED · Quad Cities, IA

EDWARD JONES · Davenport, IA

MATHESON & ROCK WEALTH MANAGEMENT, LLC · DAVENPORT, IA

STATE FARM INVESTMENT MANAGEMENT CORP. · Davenport, IA

STATE FARM INVESTMENT MANAGEMENT CORP. · DAVENPORT, IA

EDWARD JONES · DAVENPORT, IA

REDHAWK WEALTH ADVISORS, INC. · DAVENPORT, IA

THRIVENT INVESTMENT MANAGEMENT INC. · DAVENPORT, IA

More in Davenport, IA

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