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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-06-20 |
| CA | RA | APPROVED | 2019-08-07 |
| WA | RA | APPROVED | 2011-10-12 |
Branch Locations
601 Union Street, Two Union Square Suite 5200, Seattle, WA 98101 • United States
555 California Street Pwm, San Francisco, CA 94104 • 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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Seattle | WA | 09/2011 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
*60220 - Kline Galland Center; Investment related No; Seattle, Washington; Medical; Board Member, Investment Committee, Other (proprietor, partner, officer, director, employee, trustee, agent); 01/2019; During business hours: 0.25; After business hours: 2.75; General guidance on long term board governance matters. I also Chair the Investment Commitee *467928 - Trust; Investment related - Yes; Seattle, Washington; 12/2021; During business hours: 1; After business hours: 0 *60218 - Jewish Federation of Greater Seattle; Investment related No; seattle; Washington; Charitable; Investment Committee(proprietor, partner, officer, director, employee, trustee, agent); 07/2022; During business hours: 1; After business hours: 0; Investment Decisions/Advice
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-02 |
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