Best Investors Account Sign in

Daniel Marc Cohen

Morgan Stanley

Yakima, WA

Claim This Profile
Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-04-08
WA RA APPROVED 2016-12-08
  • TX RA
    APPROVED_RES
    Since 2020-04-08
  • WA RA
    APPROVED
    Since 2016-12-08

Branch Locations

3909 Castlevale Road Suite 100, Yakima, WA 98902 • 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 Smith Barney Llc Yakima WA 08/2016 Present
Morgan Stanley Private Bank, N.A. New York NY 10/2016 Present
  • 08/2016 → Present
    Morgan Stanley Smith Barney Llc
    Yakima, WA
  • 10/2016 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Other Businesses

*461299 - Trust; Investment related Yes; Mercer Island, Washington; Trust; Succesor Trustee; 07/2021; During business hours: 0; After business hours: 0; *590056 - Racquet Lane Townhome; Investment related - Yes; Yakima, Washington; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent);05/2024; During business hours: 0; After business hours: 2; Administrative

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-12-08
  • S66 Uniform Combined State Law Examination
    2016-12-08
Other Names
  • Daniel Cohen

View on SEC IAPD

More in Yakima, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor