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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-05-21 |
| OR | RA | APPROVED | 2017-11-13 |
Branch Locations
4800 Meadows Road Suite 400, Lake Oswego, OR 97035 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Keybanc Capital Markets Inc. | Portland | OR | 04/2015 | 10/2016 |
| Morgan Stanley | Portland | OR | 09/2017 | 11/2017 |
| Unemployed | Portland | OR | 10/2016 | 09/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 12/2017 | Present |
| Morgan Stanley Smith Barney Llc | Lake Oswego | OR | 11/2017 | Present |
1. REV Group LLC; Investment related; Tualatin, OR; Horse Breeding and Real Estate; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Jun 2015; During business hours: 0; After business hours: 0; Manage stallion services and purchase real estate.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 1989-06-09 |
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