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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-03-10 |
| NM | RA | APPROVED | 2019-08-19 |
Branch Locations
6565 Americas Parkway Suite 400, Albuquerque, NM 87110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Georgetown University | Washington | DC | 01/2017 | 01/2019 |
| National Collegiate Athletic Association | Washington | DC | 06/2016 | 10/2018 |
| Sidley Austin Llp | Washington | DC | 10/2018 | 06/2019 |
| Morgan Stanley Smith Barney Llc | Albuquerque | NM | 07/2019 | 08/2019 |
| Morgan Stanley | Albuquerque | NM | 08/2019 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 09/2019 | Present |
*619224 - The Eklund Fund, LLC; Investment Related - Yes; Albuquerque, New Mexico; Agriculture, Construction/Engineering, Investment/Finance/Banking, Real Estate, Rental Property; Partner, Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2025; During Business Hours: 1; After Business Hours: 7; Business Development/Growth, Investment Decisions/Advice, Property Management, Administrative. *656409- The Eklund Fund - Venture II, LLC; Investment related: Yes; Albuquerque, New Mexico; Rental Property, Real Estate; Partner, Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2025; During business hours: 0; After business hours: 1; Business Development/Growth, Investment Decisions/Advice, Property Management, Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-16 |
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