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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2009-10-09 |
| WA | RA | APPROVED | 2009-10-01 |
Branch Locations
2200 Rimland Drive Suite 105, Bellingham, WA 98226 • 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 | Bellingham | WA | 09/2009 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2023 | Present |
*162254- Everson Duplex Investment related-Yes; Bellingham, Washington; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 04/2013; During business hours: 0; After business hours: 2; Property Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-09 |
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