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Katherine J Attebery

Morgan Stanley

Bend, OR

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-26
OR RA APPROVED 2025-09-10
  • TX RA
    APPROVED
    Since 2025-09-26
  • OR RA
    APPROVED
    Since 2025-09-10

Branch Locations

705 Sw Bonnett Way Suite 1200, Bend, OR 97702 • 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 Bend OR 01/2025 Present
Attebery Fitness Dba Rush Cycle Encinitas San Diego CA 03/2016 01/2022
Unemployed Redmond OR 01/2022 06/2022
T&T Marketing Llc Dba Mazama Bend OR 06/2022 07/2024
Dinocloud Consulting Bend OR 07/2024 12/2024
  • 01/2025 → Present
    Morgan Stanley
    Bend, OR
  • 03/2016 → 01/2022
    Attebery Fitness Dba Rush Cycle Encinitas
    San Diego, CA
  • 01/2022 → 06/2022
    Unemployed
    Redmond, OR
  • 06/2022 → 07/2024
    T&T Marketing Llc Dba Mazama
    Bend, OR
  • 07/2024 → 12/2024
    Dinocloud Consulting
    Bend, OR
Previous Registrations
  • 2014-09-03 → 2015-12-10
    Callan Capital, Llc
    La Jolla, CA
  • 2012-10-31 → 2014-08-07
    Fisher Investments
    Camas, WA
    Plano, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-10
S65 Uniform Investment Adviser Law Examination 2012-10-30
  • S66 Uniform Combined State Law Examination
    2025-09-10
  • S65 Uniform Investment Adviser Law Examination
    2012-10-30
Other Names
  • Katherine James Coutrakon
  • Katie James Coutrakon
  • Katherine James Attebery
  • Katie Attebery

View on SEC IAPD

Other Firms

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PROSPERA FINANCIAL SERVICES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ELEVATION CAPITAL ADVISORY
CAPSTONE WEALTH MANAGEMENT GROUP, LLC
CAPSTONE WEALTH MANAGEMENT GROUP, INC.
PORTLAND PRIVATE WEALTH MANAGEMENT, INC.
CETERA INVESTMENT ADVISERS LLC

Other Investors

PAUL BRADLEY WATERMAN
Ryan P Jordan
JOHN GRANT ASPELL
Kyle Turner
MARK ANDREW REIFSCHNEIDER
LESLIE DAWN LAMOTTE
ANNA Meiners Hansen
JOHN PAUL LORENZ

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · Bend, OR
PROSPERA FINANCIAL SERVICES, INC. · Bend, OR
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BEND, OR
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BEND, OR
ELEVATION CAPITAL ADVISORY · BEND, OR
CAPSTONE WEALTH MANAGEMENT GROUP, LLC · BEND, OR
CAPSTONE WEALTH MANAGEMENT GROUP, INC. · BEND, OR
PORTLAND PRIVATE WEALTH MANAGEMENT, INC. · Bend, OR

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