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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-18 |
| WA | RA | APPROVED | 2025-09-18 |
Branch Locations
724 Columbia Street Northwest Suite 350, Olympia, WA 98501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Olympia | WA | 01/2015 | 07/2018 |
| Roots Sports Academy | Longview | WA | 12/2010 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 04/2015 | 07/2018 |
| Td Ameritrade, Inc. | Olympia | WA | 07/2018 | 01/2021 |
| Tumwater High School | Tumwater | WA | 11/2017 | Present |
| Merrill Lynch, Pierce, Fenner & Smith | Olympia | WA | 01/2021 | 09/2025 |
| Bank Of America, N.A. | Olympia | WA | 01/2021 | 09/2025 |
| Morgan Stanley Smith Barney Llc | Olympia | WA | 09/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2025 | Present |
(1) Roots Academy / Not Investment Related / Olympia, WA / Non-Profit Group / Co-Founder / Start 10-December-2010 / 0-10 hours devoted per month / 0 during trading / Assist in various activities as need be as well as management within the organization. (2) *662950- Tumwater High School; Investment related: No; Tumwater, Washington; Public Schools; Employee, Head Boys Basketball Coach (proprietor, partner, officer, director, employee, trustee, agent); 05/2017; During business hours: 0; After business hours:20; Basketball Coaching
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-26 |
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