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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-02-25 |
| OR | RA | APPROVED | 2010-02-01 |
Branch Locations
4800 Meadows Road Suite 400, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Lake Oswego | OR | 09/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*569946- Portland Japanese Gardens; Investment related -No; Portalnd, Oregon; Agricultural/Horticultural, Art/Culture, Civic/Community; Other Committee, Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); 09/2023; During business hours: 0; After business hours: 4; Marketing, Business Development/Growth *575415 - The Portland Japanese Gardens | Foundation; Investment Related - No; Portland, Oregon; Art/Culture, Agricultural/Horticultural;Board Member (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 12/2023; During Business Hours: 0; After Business Hours: 1;Business Development/Growth, Labor/Service, Investment Decisions/Advice *640237 - Oregon State University; Investment related-No; Corvallis, Oregon; Education; Other Committee (proprietor, partner, officer, director, employee, trustee, agent); 05/2025; During business hours: 0; After business hours: 1; Labor/Service, Other.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-01-31 |
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