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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-06-04
IA RA APPROVED 2024-04-15
  • TX RA
    APPROVED
    Since 2024-06-04
  • IA RA
    APPROVED
    Since 2024-04-15

Branch Locations

1080 Jordan Creek Parkway Suite 400 North, West Des Moines, IA 50266 • 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
OrganizationCityStateFromTo
Morgan Stanley West Des Moines IA 01/2024 Present
Athene West Des Moines IA 08/2022 01/2024
Amazon Logistics Iowa City IA 06/2021 02/2022
Principal Global Investors Des Moines IA 01/2020 08/2020
Student - University Of Iowa Iowa City IA 08/2019 01/2020
Aflac North Liberty IA 06/2019 08/2019
Student - University Of Iowa Iowa City IA 08/2017 06/2019
Student - High School West Des Moines IA 08/2014 08/2017
Student - University Of Iowa Iowa City IA 08/2020 06/2021
Palmer Group West Des Moines IA 02/2022 08/2022
  • 01/2024 → Present
    West Des Moines, IA
  • 08/2022 → 01/2024
    Athene
    West Des Moines, IA
  • 06/2021 → 02/2022
    Amazon Logistics
    Iowa City, IA
  • 01/2020 → 08/2020
    Principal Global Investors
    Des Moines, IA
  • 08/2019 → 01/2020
    Student - University Of Iowa
    Iowa City, IA
  • 06/2019 → 08/2019
    Aflac
    North Liberty, IA
  • 08/2017 → 06/2019
    Student - University Of Iowa
    Iowa City, IA
  • 08/2014 → 08/2017
    Student - High School
    West Des Moines, IA
  • 08/2020 → 06/2021
    Student - University Of Iowa
    Iowa City, IA
  • 02/2022 → 08/2022
    Palmer Group
    West Des Moines, IA
Other Businesses

*581411 - DoorDash; Investment Related - No; San Francisco, California; Restaurant/Bar/Nightclub; Contractor (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 02/2024; During Business Hours: 0; After Business Hours: 20; Labor/Service *593407- Amazon; Investment related: No; Seattle, Washington; Retail/Online Stores; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 05/2024; During business hours: 0; After business hours: 20; Labor/Service

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-15
  • S66 Uniform Combined State Law Examination
    2024-04-15

View on SEC IAPD

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