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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-05-06 |
| 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 |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Beaverton | OR | 08/2002 | Present |
| Morgan Stanley Smith Barney | Beaverton | OR | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*70803 - Beaverton Rotary; Investment related No; Beaverton; Oregon; Charitable - Humanitarian; Investment Committee(proprietor, partner, officer, director, employee, trustee, agent); 01/2012; During business hours: 2; After business hours: 0; work with the other committee memberst to make sure the foundation is adhereing to the investment policy statement
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-02-06 |
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