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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-13 |
| WA | RA | APPROVED | 2022-04-08 |
Branch Locations
601 Union Street, Two Union Square Suite 5200, Seattle, WA 98101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Seattle | WA | 09/2021 | Present |
| Roundglass Llc | Bellevue | WA | 10/2019 | 04/2021 |
| Inslee Best Doezie & Ryder | Bellevue | WA | 12/2018 | 12/2019 |
| Socius Law Group | Seattle | WA | 11/2017 | 12/2018 |
| Law Office Of Heather M. Roy | Issaquah | WA | 06/2004 | 10/2017 |
| None | Issaquah | WA | 05/2021 | 09/2021 |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2022 | Present |
Royal Cedars Limited Business is not investment related and does not hold any assets of any sort; it only receives income from spouse's employment 550 S. Michigan Street, Seattle, Washington closely held S Corp for the passive receipt of income related to spousal income Vice President and Secretary Start date: 08/2004 less than 3 hours per year devoted to the business no hours devoted during securities trading hours Duties to family S Corp include payment of income taxes and annual filing report with Washington Secretary of State *632842- Rental Property; Investment related: Yes; Everett, Washington; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2024; During business hours: 0; After business hours: 1; Property Management *632844- Rental Property; Investment related: Yes; Everett, Washington; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2024; During business hours: 0; After business hours: 1; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-08 |
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