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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 04/2024 | 05/2026 |
| Summit Ridge Group, Llc | New York | NY | 06/2019 | 04/2024 |
| Marist College | Poughkeepsie | NY | 08/2018 | 05/2019 |
| Summit Ridge Group, Llc | New York | NY | 05/2018 | 08/2018 |
| Marist College | Poughkeepsie | NY | 08/2015 | 05/2018 |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2024 | 05/2026 |
| Wells Fargo Clearing Services, Llc | New York | NY | 05/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-10-25 |
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