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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-02-20 |
Branch Locations
1910 Fairview Ave N Suite 200, Seattle, WA 98102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Bank | Boston | MA | 11/2013 | 08/2018 |
| Morgan Stanley Smith Barney Llc | Seattle | WA | 07/2019 | 10/2019 |
| Unemployed, Extended Travel | Bainbridge Island | WA | 09/2018 | 07/2019 |
| Morgan Stanley Smith Barney Llc | Seattle | WA | 10/2019 | 06/2022 |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2019 | 06/2022 |
| Columbia Pacific Wealth Management | Seattle | WA | 07/2022 | 08/2023 |
| Corient | Seattle | WA | 01/2023 | Present |
| Corient Services Llc | Miami | FL | 07/2023 | Present |
| Cipw Service Company, Llc | Toronto | 01/2023 | 07/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-30 |
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