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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-12-06
IA RA APPROVED 2024-11-01
  • TX RA
    APPROVED
    Since 2024-12-06
  • IA RA
    APPROVED
    Since 2024-11-01

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
OrganizationCityStateFromTo
Morgan Stanley Davenport IA 07/2024 Present
Deltek Herndon VA 05/2022 04/2024
The Hon Company And/Or Hni Corporation Muscatine IA 06/2015 05/2022
Morgan Stanley Private Bank, N.A New York NY 11/2024 Present
  • 07/2024 → Present
    Davenport, IA
  • 05/2022 → 04/2024
    Deltek
    Herndon, VA
  • 06/2015 → 05/2022
    The Hon Company And/Or Hni Corporation
    Muscatine, IA
  • 11/2024 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-01
  • S66 Uniform Combined State Law Examination
    2024-11-01

View on SEC IAPD

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