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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-21 |
| WA | RA | APPROVED | 2009-06-01 |
Branch Locations
500 108Th Avenue, North East Suite 1900, Bellevue, WA 98004 • 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 | Bellevue | WA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*620868 - Bellevue High School Football Club; Investment related: No; Medina, Washington; Booster Club; Creative Designer (1 - 2 x per year depending on the sport, either football or basketball)(proprietor, partner, officer, director, employee, trustee, agent); 12/2024; During business hours: 0; After business hours: 30; I have been asked to create the end of year gifts - Magazine Covers" for the seniors at their end of year banquet typically in Dec."
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-10-01 |
| S65 | Uniform Investment Adviser Law Examination | 2004-09-25 |
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