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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-09-15 |
| TX | RA | APPROVED_RES | 2020-04-23 |
| OR | RA | APPROVED | 2009-06-01 |
Branch Locations
4800 Meadows Road Suite 400, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Portland | OR | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
Fidelity Investments 401(k); Investment related; Assist them in improving platform experience for FA's. A part of a group that conects 4 times a year with Fidelity senior management to assist in improving their 401k platform; Member; Start date: 04/2015; During business hours: 0; After business hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-06-15 |
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