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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2023-08-18 |
| TX | RA | APPROVED | 2023-08-18 |
Branch Locations
101 South Capitol Boulevard Suite 401, Boise, ID 83702 • United States
439 East Shore Drive 1St Floor, Eagle, ID 83616 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets Corporation | Boise | ID | 03/2008 | 08/2023 |
| Morgan Stanley Smith Barney Llc | Boise | ID | 08/2023 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2024 | Present |
*567056- Patterson Rental Property; Investment related-Yes; Boise, Idaho; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 10/2020; During business hours: 0; After business hours: 1; Administrative. *597387- Jason & Brooke Patterson; Investment related: Yes; Boise, Idaho; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 06/2024; During business hours: 0; After business hours: 3; Property Management. *626114 - RSP Properties LLC; Investment Related - Yes; Boise, Idaho; Rental Property; Partner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2025; During Business Hours: 0; After Business Hours: 0; Other. *642477 - Warner Brothers; Investment related-No; Burbank, California; Art/Culture; Other (proprietor, partner, officer, director, employee, trustee, agent); 04/1980; During business hours: 0; After business hours: 0; Other.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-09-14 |
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