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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-07-25 |
| TX | RA | APPROVED | 2024-07-25 |
Branch Locations
101 South Capitol Boulevard Suite 401, Boise, ID 83702 • United States
439 East Shore Drive 1St Floor, Eagle, ID 83616 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clearwater Advisors, Llc | Boise | ID | 04/2008 | 07/2018 |
| Rbc Capital Markets, Llc. | Eagle | ID | 07/2018 | 07/2024 |
| Morgan Stanley Smith Barney Llc | Boise | ID | 07/2024 | Present |
| Morgan Stanley Smith Barney Llc | Eagle | ID | 07/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2024 | Present |
*608817 - Discovery Center of Idaho; Investment Related - No; Boise, Idaho; Children/Youth, Art/Culture; Board Member(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 10/2019; During Business Hours: 0; After Business Hours: 2; Administrative, Marketing, Fundraising
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-10-11 |
| S65 | Uniform Investment Adviser Law Examination | 2009-03-25 |
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