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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2009-06-01 |
| MO | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED_RES | 2009-06-01 |
Branch Locations
11161 Overbrook Road Suite 225, Leawood, KS 66211 • United States
1535 East Primrose Street, Springfield, MO 65804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co., Incorporated | Overland Park | KS | 04/2007 | Present |
| Morgan Stanley Smith Barney | Springfield | MO | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*673377 - Koechner Farm and Genetics; Investment related: Yes; Springfield; Missouri; Agriculture; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent) 12/2025 ; During business hours: 0; After business hours: 35; Labor/Service:Investment Decisions/Advice
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 1987-06-26 |
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