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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-06 |
| WA | RA | APPROVED | 2022-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tacoma | WA | 12/2014 | 01/2022 |
| Bank Of America, N.A. | Tacoma | WA | 05/2015 | 01/2022 |
| Morgan Stanley Smith Barney Llc | Tacoma | WA | 01/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2022 | Present |
*482748- Power of Attorney; Investment related Yes; Puyallip, Washington; Power of Attorney; 01/2016; During business hours: 0; After business hours: 0; Estate Administration
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-09 |
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