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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-17 |
| WA | RA | APPROVED | 2025-11-26 |
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 |
|---|---|---|---|---|
| Elemetal Direct | Portland | OR | 04/2010 | 06/2018 |
| Keybank | Kenmore | WA | 01/2019 | 08/2021 |
| Key Investment Services | Kenmore | WA | 02/2020 | 08/2021 |
| Unemployed | Seattle | WA | 07/2018 | 12/2018 |
| Morgan Stanley | Seattle | WA | 05/2025 | Present |
| Unemployed | Shoreline | WA | 09/2021 | 05/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 2020-05-30 |
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