Best Investors Account Sign in
Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2012-04-30
WA RA APPROVED 2011-11-04
  • ID RA
    APPROVED
    Since 2012-04-30
  • WA RA
    APPROVED
    Since 2011-11-04

Branch Locations

518 Diagonal St, Clarkston, WA 99403 • United States

500 108Th Avenue, North East Suite 1900, Bellevue, WA 98004 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Clarkston WA 07/2011 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 07/2011 → Present
    Morgan Stanley Smith Barney
    Clarkston, WA
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Other Businesses

* 382109 - Rental House - 1325 10th St ; Investment related - Yes ; Clarkston, Washington ; Rental Property ; Sole Proprietor/Owner: Partner(proprietor, partner, officer, director, employee, trustee, agent) ; 08/2011 ; During business hours : 0; After business hours : 2 ; Property Management *382110 - Rental Property; Investment related Yes; Clarkston, WA; Rental Property; Owner (proprietor, partner, officer, director, employee, trustee, agent); 03/2013; During business hours: 1; After business hours: 1; Property Management *462088- Lewiston Civic Theatre; Investment related -No; Lewiston, Idaho; Art/Culture, Civic/Community; Board Member, Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 11/2021; During business hours: 1; After business hours: 3;Business Development/Growth, Marketing, Check Signing/Funds Disbursements *481317 - Solid Properties, LLC; Investment related Yes; Clarkston, Washington; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2022; During business hours: 1; After business hours: 4; Business Development/Growth, Property Management *640994 - Visit LC Valley; Investment related-Yes; Clarkston, Washington; Recreation; Model / Actor (proprietor, partner, officer, director, employee, trustee, agent); 06/2025; During business hours: 6; After business hours: 0; Sales/Marketing. *640994 - Visit LC Valley; Investment related-Yes; Clarkston, Washington; Recreation; Model / Actor (proprietor, partner, officer, director, employee, trustee, agent); 06/2025; During business hours: 6; After business hours: 0; Sales/Marketing.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-11-03
  • S66 Uniform Combined State Law Examination
    2011-11-03

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Clarkston, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor