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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-09 |
| OR | RA | APPROVED | 2021-09-03 |
Branch Locations
4285 Commercial Street South East Suite 200, Salem, OR 97302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Salem | OR | 05/2020 | 08/2021 |
| Highway Specialties | Salem | OR | 06/2017 | 09/2017 |
| Oregon State University | Corvallis | OR | 09/2017 | 06/2020 |
| Bank Of America | Salem | OR | 06/2019 | 08/2019 |
| Oregon State University | Corvallis | OR | 02/2019 | 06/2020 |
| Mcnary High School | Keizer | OR | 09/2013 | 06/2017 |
| Bank Of America, N.A. | Salem | OR | 08/2020 | 08/2021 |
| Morgan Stanley | Salem | OR | 08/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2021 | Present |
*541358 - Rental; Investment related Yes; Salem, Oregon; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 03/2023 ; During business hours: 1; After business hours: 0; Passive Rental Income.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-02 |
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