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Spokane, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2020-08-12 |
| WA | RA | APPROVED | 2020-08-12 |
Branch Locations
2108 E. 11Th Ave, Spokane, WA 99202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Icm/Manito Asset Management | Spokane | WA | 07/2016 | 12/2017 |
| Manito Asset Management, Inc. | Spokane | WA | 02/2017 | 01/2018 |
| Morgan Stanley | Spokane | WA | 05/2018 | 06/2020 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 07/2018 | Present |
| Long Bridge Capital Management | Liberty Lake | WA | 08/2020 | Present |
| 7B Advisors Llc | Spokane | WA | 08/2020 | Present |
| N/A | Spokane | WA | 01/2018 | 04/2018 |
Mt Spokane Ski Race Team; Investment related No; Ski Racing Coach; Role/position/job title (proprietor, partner, officer, director, employee, trustee, agent); Dec/2018; During business hours: 0; After business hours: 16; Ski Racing coach for the winters
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-16 |
| S65 | Uniform Investment Adviser Law Examination | 2000-03-10 |
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