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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-03-08 |
| WA | RA | APPROVED | 2019-04-11 |
Branch Locations
717 West Sprague Avenue Suite 500, Spokane, WA 99201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Spokane | WA | 02/2019 | 05/2019 |
| Dix Corporation | Spokane | WA | 07/1989 | 12/2017 |
| Liberty Tax Service | Spokane | WA | 01/2018 | 05/2019 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 05/2019 | Present |
| Morgan Stanley Smith Barney Llc | Spokane | WA | 05/2019 | Present |
*371383 LowerTwin LLC dba Liberty Tax Service; Investment related; Income Tax Preparation; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Jan 2006; During business hours: 0; After business hours: 2; Assist on a tax issue or question a preparer may have on a return. *391161 - Estate; Investment related -Yes; Executor/Co-Executor (proprietor, partner, officer, director, employee, trustee, agent); Jan 2020; During business hours: 4; After business hours: 1; Estate Administration
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-11 |
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