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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2019-01-25 |
Branch Locations
8801 River Crossing Blvd Suite 120, Indianapolis, IN 46240 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Indianapolis | IN | 06/2009 | 01/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 01/2019 |
| Robert W Baird & Co, Inc | Indianapolis | IN | 01/2019 | Present |
Name/Address: Bereave, Inc. 5555 N. Illinois Street Indianapolis IN 46208 Start Date: Aug 20, 2026 Hours Spent: 0-3 hours/month Hours Spent During Trading: 0-3 hours/month Role/Responsibility: LLC Member Investment Related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-10-29 |
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