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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-07-29 |
| TX | RA | APPROVED_RES | 2018-08-07 |
| OR | RA | APPROVED | 2009-06-01 |
| WA | RA | APPROVED | 2009-06-01 |
Branch Locations
1701 Southeast Columbia River Drive Suite 120, Vancouver, WA 98661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Vancouver | WA | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
1. *403523 - Trust; Investment related Yes; Vancouver, WA; Jan 2030; During business hours: 0; After business hours: 5. 3.*517099- Rental Property; Investment related-Yes; Vancouver, Washington; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 09/2022; During business hours: 0; After business hours: 1; Property Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-25 |
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