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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-19 |
| WI | RA | APPROVED | 2012-10-17 |
| IL | RA | APPROVED | 2009-06-01 |
Branch Locations
411 East Wisconsin Avenue Suite 2200, Milwaukee, WI 53202 • United States
New Lisbon, WI • United States
Mt. Pleasant, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Milwaukee | WI | 10/2012 | Present |
2. OWNER - COLLECT RENT AND MAINTAIN PROPERTY; 1 AFTER BUSINESS HOURS; 0 DURING BUSINESS HOURS; 01/2013 3. RENTAL PROPERTY; 1033 ARTHUR AVE, RACINE, WI; CO-OWNER 4. Rental Property; Racine, WI; Rental; Investment related; Sole Proprietor / Owner / Partner; 06/2017; During business hours: 0; After business hours: 1 5. Rental Property; Racine, WI; Rental; Investment related; Sole Proprietor / Owner / Partner; 07/2017; During business hours: 0; After business hours: 1
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 1986-01-31 |
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