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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-06-01 |
| WI | RA | APPROVED | 2009-06-01 |
Branch Locations
2124 Kohler Memorial Dr. Suite 230, Sheboygan, WI 53081 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Sheboygan | WI | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
*55007- Pine Hills Country Club; Investment related-No; Sheboygan, Wisconsin; Private Country Club; Finance Committee, Course Improvement Committee (proprietor, partner, officer, director, employee, trustee, agent); 04/2011; During business hours: 0; After business hours: 4; Business Development/Growth *608521 - Lake Country Academy; Investment Related - No; Sheboygan, Wisconsin; Education; Board Member, Finance Committee(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 10/2024; During Business Hours: 0; After Business Hours: 4; On Finance we will look at the general cash flow needs to the organization including operations and capital planning. On the Board of Directors we will look at the governance and long term strategy of the school.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-04 |
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