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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-04-01 |
| NM | RA | APPROVED | 2019-03-19 |
Branch Locations
3050 Roadrunner Parkway Suite B, Las Cruces, NM 88011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Green Professionals | Coeur Dalene | ID | 12/2014 | 06/2022 |
| Spokane Community College | Spokane | WA | 01/2016 | 12/2017 |
| Morgan Stanley | Las Cruces | NM | 01/2019 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 03/2019 | Present |
*409509 - Progress Club; Investment related -No; Las Cruces, New Mexico; Non-Profit; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 09/2020; During business hours: 0; After business hours: 5; Head of Art Committee *695477- Rental Property; Investment related: Yes; Las Cruces, New Mexico; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 06/2026; During business hours: 0; After business hours: 1; Property Management:Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-18 |
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