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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2015-07-13 |
| TX | RA | APPROVED_RES | 2014-02-11 |
| OR | RA | APPROVED | 2009-06-01 |
Branch Locations
1701 Southeast Columbia River Drive Suite 120, Vancouver, WA 98661 • United States
760 South West 9Th Avenue Suite 2100, Portland, OR 97205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Portland | OR | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
* 427662- Rental Property; Investment related- No; Vancouver, Washington; Property Management; Sole Proprietor/Owner; Apr 2021; During business hours: 0; Property Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-28 |
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