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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-29 |
| WA | RA | APPROVED | 2021-04-30 |
Branch Locations
500 108Th Avenue, North East Suite 1900, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Kirkland | WA | 12/2020 | 03/2021 |
| Raymond James | Seattle | WA | 12/2019 | 04/2020 |
| Smead Capital Management | Seattle | WA | 06/2019 | 08/2019 |
| Us Bank | Spokane | WA | 06/2018 | 08/2018 |
| Raymond James | Seattle | WA | 07/2017 | 08/2017 |
| Whitworth University | Spokane | WA | 09/2015 | 12/2019 |
| Unemployed | Kirkland | WA | 04/2020 | 12/2020 |
| Morgan Stanley Smith Barney Llc | Bellevue | WA | 03/2021 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 05/2021 | Present |
*561116 - Rental Property; Investment related: Yes; Lake Stevens, Washington; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 07/2023; During business hours: 0; After business hours: 2; Property Management *677632- 100th St LLC; Investment related: Yes; Bothell, Washington; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 02/2026; During business hours: 0; After business hours: 10; Administrative, Check Signing/Funds Disbursements
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-12 |
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