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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-20 |
| MD | RA | APPROVED | 2025-04-16 |
Branch Locations
12505 Park Potomac Avenue Suite 200, Potomac, MD 20854 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bank | Grand Junction | CO | 10/2019 | 02/2025 |
| U.S. Bancorp Investments, Inc. | Grand Junction | CO | 12/2023 | 02/2025 |
| University Of Colorado Boulder | Boulder | CO | 08/2015 | 08/2019 |
| Mustards Last Stand | Boulder | CO | 04/2017 | 06/2019 |
| Morgan Stanley | Potomac | MD | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-02 |
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