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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-05-23 |
| WA | RA | APPROVED | 2012-06-20 |
Branch Locations
601 Union Street, Two Union Square Suite 5200, Seattle, WA 98101 • United States
601 Union Street Suite 2900, Seattle, WA 98101 • United States
1301 A Street Suite 300, Tacoma, WA 98402 • United States
724 Columbia Street Northwest Suite 350, Olympia, WA 98501 • United States
2200 Rimland Drive Suite 105, Bellingham, WA 98226 • United States
2011 North West Myhre Road Suite 301, Silverdale, WA 98383 • United States
2727 Hollycroft Street Suite 330, Gig Harbor, WA 98335 • United States
500 108Th Avenue, North East Suite 1900, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Seattle | WA | 01/2012 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 10/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 2012-06-08 |
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