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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-25 |
| WA | RA | APPROVED | 2010-05-28 |
Branch Locations
601 Union Street Suite 2900, Seattle, WA 98101 • United States
Edmonds, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Seattle | WA | 05/2010 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1.Rental property; Investment related: Yes; Edmonds, WA; Airbnb; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Jun 2018; During business hours: 0; After business hours: 1; maintain the facility 636475 - 10521 EDM LLC; Investment Related - Yes; Edmonds, Washington; Rental Property; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 06/2025; During Business Hours: 0; After Business Hours: 2; Check Signing/Funds Disbursements, Administrative.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-25 |
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