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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2022-11-10 |
| TX | RA | APPROVED | 2022-11-10 |
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Portland | OR | 04/2015 | 09/2020 |
| Lpl Financial, Llc | Tigard | OR | 09/2020 | 11/2022 |
| Morgan Stanley Smith Barney Llc | Lake Oswego | OR | 11/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2023 | Present |
*702955 - Basketball Training; Investment related: No; Portland, Oregon; Basketball Trainings; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2026; During business hours: 0; After business hours: 25; Training kids basketball skills
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-27 |
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