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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-18 |
| OR | RA | APPROVED | 2020-10-21 |
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Tigard | OR | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Tigard | OR | 11/2016 | 10/2020 |
| Morgan Stanley Smith Barney Llc | Lake Oswego | OR | 10/2020 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 12/2020 | Present |
*415371 -Buy/Sell Watches; Investment related No; Portland, OR; Retail; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); March 2008; During business hours: 0; After business hours: 10; Sales/Marketing. *416985 - Fine art; Investment related No; Portland, OR; Buy/Sell Art; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); Jan 2016; During business hours: 0; After business hours: 04. *689730- SNRL Enterprises; Investment related: No; Happy Valley, Oregon; Jewelry (watch) and art sales; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 12/2025; During business hours: 0; After business hours: 10; Buying and selling watches and art
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-02 |
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