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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-03 |
| OR | RA | APPROVED | 2009-06-01 |
Branch Locations
705 Sw Bonnett Way Suite 1200, Bend, OR 97702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Coos Bay | OR | 06/2009 | 01/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
| Morgan Stanley | Bend | OR | 01/2018 | Present |
1. Rogue Rod and Reel; Not Investment related; Owner; Director; Wholesale / Distribution of fishing, hunting, outdoor gear; 03/2017; 0,10 2. Rental Property; Investment related; pending address; Rental; Sole Proprietor / Owner / Partner; 03/2017; 0,1 3. Deschutes Sportswear; NORTH BEND, OR; Investment related; 05/2017; During business hours: 0; After business hours: 10
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-08 |
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