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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-05-21 |
| WA | RA | APPROVED | 2021-05-21 |
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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Seattle | WA | 01/2014 | 05/2021 |
| Jpmorgan Chase Bank Na | Seattle | WA | 01/2014 | 04/2021 |
| Morgan Stanley Smith Barney Llc | Seattle | WA | 05/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2021 | Present |
*521346 - Rainier Scholars; Investment related- No; Seattle, Washington; Children/Youth; Board Member, Investment Committee, Other (proprietor, partner, officer, director, employee, trustee, agent); 09/2022; During business hours: 0; After business hours: 2; Other.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-03 |
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