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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-09-09 |
| WA | RA | APPROVED | 2009-06-01 |
Branch Locations
3909 Castlevale Road Suite 100, Yakima, WA 98902 • United States
2727 Hollycroft Street Suite 330, Gig Harbor, WA 98335 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Spokane | WA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. SPOKANE STOCK AND BOND CLUB; NOT INVESTMENT RELATED; EDUCATION; PRESIDENT; BEGAN 5/1/04; COORDINATE AND HOST SPEAKERS FOR EDUCATION; 2 HOURS PER MONTH DURING TRADING HOURS; NON PROFIT ORGANIZATION FORMED FOR NETWORKING AND EDUCATION OF MEMBERS OF FINANCIAL SERVICES COMMITTEE*** 2. Mineral lease rights ; Investment related: Yes; Love County, OK; Mineral lease rights; (proprietor, partner, officer, director, employee, trustee, agent); Jun 2019; 3. COLLABORATIONS WITH MARIANE, OWNER; JEWELRY ART/POTTERY BUSINESS; START DATE: 12/2016; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS- 2; YAKIMA, WA; NOT INVESTMENT RELATED 4. RENTAL PROPERTY, OWNER; AIEA, HI; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS- 1; START DATE: 06/2016; INVESTMENT RELATED;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-12 |
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