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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-07-14 |
| OR | RA | APPROVED | 2023-06-02 |
| WA | RA | APPROVED | 2023-06-01 |
Branch Locations
1701 Southeast Columbia River Drive Suite 120, Vancouver, WA 98661 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Vancouver | WA | 11/2018 | Present |
| Portland Public Schools | Portlad | OR | 08/2014 | 11/2018 |
*651383- DoorDash; Investment related: No; Vancouver, Washington; Retail/Online Stores; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 07/2025; During business hours: 0; After business hours: 10; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-01 |
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