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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2019-02-04 |
| TX | RA | APPROVED | 2019-01-31 |
Branch Locations
404 North 31St Street Ste 300, Billings, MT 59101-1211 • United States
Billings, MT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Billings | MT | 06/2009 | 01/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 01/2019 |
| Rbc Capital Markets Llc. | Billings | MT | 01/2019 | Present |
| City National Bank | Billings | MT | 03/2019 | Present |
(1) NAME OF ENTITY: Education Foundation for Billings Public Schools ADDRESS: 415 N. 30th Street Billings MT 59105 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Foundation/Charitable Institution START DATE: Mar 12, 2026 CAPACITY: Committee/Council Member DUTIES: Finance Committee oversight HOURS DEVOTED PER MONTH: 0.25 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-19 |
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