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Hillary Beelke

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 2020-03-02
OR RA APPROVED 2019-05-02
  • TX RA
    APPROVED
    Since 2020-03-02
  • OR RA
    APPROVED
    Since 2019-05-02

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
Rbc Wealth Management Bend OR 05/2016 02/2019
Morgan Stanley Bend OR 02/2019 Present
Morgan Stanley Private Bank, N.A. New York NY 03/2019 Present
  • 05/2016 → 02/2019
    Rbc Wealth Management
    Bend, OR
  • 02/2019 → Present
    Morgan Stanley
    Bend, OR
  • 03/2019 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-02
  • S66 Uniform Combined State Law Examination
    2019-05-02
Other Names
  • Hillary Ross
  • Hillary Mckenzie Ross
  • Hillary Mckenzie Beelke

View on SEC IAPD

Other Firms

RAYMOND JAMES & ASSOCIATES, INC.
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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