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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-16 |
| WA | RA | APPROVED | 2026-01-16 |
Branch Locations
225 108Th Avenue Ne Suite 800, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Kirkland | WA | 06/2009 | 01/2026 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 01/2026 |
| Ubs Financial Services Inc. | Bellevue | WA | 01/2026 | Present |
*596190- Hamlin Robinson School Investment Sub-Committee; Investment related: No; Seattle, Washington; Education; Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 09/2024; During business hours: 0; After business hours: 1; Investment Decisions/Advice
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-14 |
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