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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-03-23 |
| WA | RA | APPROVED | 2009-06-01 |
Branch Locations
500 108Th Avenue, North East Suite 1900, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Bellevue | WA | 07/2004 | Present |
| Morgan Stanley Smith Barney | Bellevue | WA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*392024 - Estate; Investment related -Yes;Feb 2020;During business hours: 0; *585513 - Patbrady Holdings LLC; Investment Related - Yes; Seattle, Washington; Investment/Finance/Banking, Real Estate, Rental Property; Sole Proprietor/Owner(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 03/2024; During Business Hours: 0; After Business Hours: 1; flow through LLC
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-10-25 |
| S65 | Uniform Investment Adviser Law Examination | 2004-10-06 |
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