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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-06-10 |
| OR | RA | APPROVED | 2019-12-24 |
Branch Locations
705 Sw Bonnett Way Suite 1200, Bend, OR 97702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vibe Dance Center Llc | Bend | OR | 06/2004 | Present |
| Morgan Stanley Smith Barney Llc | Bend | OR | 09/2019 | 03/2020 |
| Morgan Stanley Smith Barney Llc | Bend | OR | 03/2020 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2020 | Present |
*395240 - 541 Dance LLC; Investment related - No; Bend, Oregon; Art/Culture, Recreation; Partner (proprietor, partner, officer, director, employee, trustee, agent); May 2016; During business hours: 0; Administrative. *397484 - Volunteers In Medicine; Investment related: No; Bend, Oregon; Non-Profit; Board Chair (proprietor, partner, officer, director, employee, trustee, agent); 05/2020; During business hours: 0; After business hours: 1.5; Administrative *547514 - The Dance Connection Bend; Investment related No; Bend, Oregon; Recreation; Employee (proprietor, partner, officer, director, employee, trustee, agent); 04/2023 ; During business hours: 0; After business hours: 4; Dance Teacher. *682806- Mt Bachelor Rotary Club; Investment related: No; Bend, Oregon; Civic/Religious/Community; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 12/2025; During business hours: 0; After business hours: 1.5; no real duties, solely a discussion participant
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-18 |
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