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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-02-11 |
| WA | RA | APPROVED | 2009-06-01 |
Branch Locations
400 Winslow Way East Suite 190, Bainbridge Island, WA 98110 • United States
2011 North West Myhre Road Suite 301, Silverdale, WA 98383 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Silverdale | WA | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
*616597 - Escape Gallery; Investment Related - Yes; Poulsbo, Washington; Recreation; Investor(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2025; During Business Hours: 0; After Business Hours: 40; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-27 |
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