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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-05-13 |
| WA | RA | APPROVED | 2021-03-29 |
Branch Locations
601 Union Street, Two Union Square Suite 5200, Seattle, WA 98101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Bellevue | WA | 01/2016 | 02/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellevue | WA | 01/2016 | 02/2021 |
| Morgan Stanley | Seattle | WA | 03/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 2006-12-04 |
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