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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-02-11 |
| WA | RA | APPROVED | 2009-06-01 |
Branch Locations
2200 Rimland Drive Suite 105, Bellingham, WA 98226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Bellingham | WA | 10/2002 | Present |
| Morgan Stanley Smith Barney | Bellingham | WA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1854 Burk Rd Blaine WA; Investment related Yes; Blaine, WA; Rental Property; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Mar 2018; During business hours: 0; After business hours: 1; Owner, operator *537576 - Rental Property; Investment related: Yes; Blaine, Washington; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2023; During business hours: 0; After business hours: 3; Property Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 2003-01-02 |
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