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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-26 |
| WI | RA | APPROVED | 2009-06-01 |
Branch Locations
2124 Kohler Memorial Dr. Suite 230, Sheboygan, WI 53081 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Sheboygan | WI | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*543835 - Town & Country Garden Club; Investment related No; Sheboygan, Wisconsin; Agricultural/Horticultural, Civic/Community, Environmental, Social & Recreational; Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 03/2023 ; During business hours: 0; After business hours: 1; Business Development/Growth, Administrative. *562890 - Parker John's Food Stand at Road America; Investment related: No; Plymouth, Wisconsin; Restaurant/Bar/Nightclub; Cashier (proprietor, partner, officer, director, employee, trustee, agent); 05/2023; During business hours: 0; After business hours: 10; Customer Service, Labor/Service
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 1987-09-21 |
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