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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-07-24 |
| MN | RA | APPROVED | 2013-11-18 |
| TX | RA | APPROVED | 2011-01-19 |
| WI | RA | APPROVED | 2010-03-30 |
Branch Locations
445 East Lake Street Suite 320, Wayzata, MN 55391 • United States
Clinton, IA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co., Incorporated | Wayzata | MN | 04/2007 | Present |
| Morgan Stanley Smith Barney | Wayzata | MN | 06/2009 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-20 |
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