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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-04-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 11/2009 | 04/2023 |
| Morgan Stanley Smith Barney Llc | Eugene | OR | 04/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2023 | Present |
(1) 553303 - Johnson Family Investments LLC ; Investment related - Yes ; Eugene, Oregon ; Real Estate ; Sole Member(proprietor, partner, officer, director, employee, trustee, agent) ; 3/2013 ; During business hours : 0 ; After business hours : 0 ; Administrative (2) *593371 - Rental Property ; Investment related - Yes ; North Bend, Oregon ; Real Estate ; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent) ; 10/2020 ; During business hours : 0 ; After business hours : 0 ; Property Management *603685- Rental Property; Investment related: Yes; North Bend, Oregon; Real Estate; Member (proprietor, partner, officer, director, employee, trustee, agent); 08/2024; During business hours: 0; After business hours: 0; I am a passive investor in these duplexes. I have no dutie *624651- LPJ LLC; Investment related: Yes; Eugene, Oregon; Real Estate; Member (proprietor, partner, officer, director, employee, trustee, agent); 01/2025; During business hours: 0; After business hours: 0; Member of LLC *666231 - Wegferd LLC; Investment related: Yes; North Bend, Oregon; Real Estate; Member (proprietor, partner, officer, director, employee, trustee, agent); 12/2025; During business hours: 0; After business hours: 0; Member of LLC- passive role *666218 - 12th & Marion LLC; Investment related: No; North Bend, Oregon; Real Estate; Member (proprietor, partner, officer, director, employee, trustee, agent); 07/2025; During business hours: 0; After business hours: 0; Member of the LLC *666226 - Investment Property- Wegferd; Investment related: No; North Bend, Oregon; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 12/2025; During business hours: 0; After business hours: 0; I am just a passive investor, I have no duties. *680756 - Rental Property; Investment related: Yes; Eugene, Oregon; Real Estate; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 2/2026; During business hours: 0; After business hours: 0; Property Management *689103 - 240 LLC; Investment related: Yes; Eugene, Oregon; Real Estate; Member (proprietor, partner, officer, director, employee, trustee, agent); 04/2026; During business hours: 0; After business hours: 0; Other Member of LLC- passive role
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-01-15 |
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