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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-23 |
| WA | RA | APPROVED | 2024-02-23 |
Branch Locations
8202 West Quinault Avenue Suite-A110, Kennewick, WA 99336 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Richland | WA | 05/2000 | 02/2024 |
| Bank Of America, N.A. | Kennewick | WA | 05/2011 | 02/2024 |
| Morgan Stanley Smith Barney Llc | Kennewick | WA | 02/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2024 | Present |
*642624 - Wolf Investment Properties, LLC; Investment Related - Yes; Kennwick, Washington; Rental Property; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 07/2024; During Business Hours: 0; After Business Hours: 1; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-09-21 |
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