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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-01-15 |
| WA | RA | APPROVED | 2016-01-15 |
Branch Locations
601 Union Street Suite 2900, Seattle, WA 98101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Seattle | WA | 01/2016 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2016 | Present |
*517133 -The Homestead Valley Trust Fund Association; Investment related: No; North Bend, Washington; Property Management; Secretary-Treasurer (proprietor, partner, officer, director, employee, trustee, agent); 09/2022; During business hours: 0; After business hours: 1; Accounting/Bookkeeping, Administrative, Check Signing/Funds Disbursements *999 - Greater Seattle Business Association Scholarship Committee; Investment Related: No; Seattle, Washington; Children/Youth, Education; Investment Committee, Board Member (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 05/2020; During Business Hours: 0; After Business Hours: 02; Administrative, Investment Decisions/Advice
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-09-26 |
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