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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-06-01 |
| TX | RA | APPROVED | 2026-06-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Eugene | OR | 06/2026 | Present |
| Stifel, Nicolaus & Co., Inc. | Eugene | OR | 09/2024 | 06/2026 |
| Pacific Continental Bank (Acquired By Columbia Bank 11/2014) | Eugene | OR | 04/2016 | 11/2017 |
| Unemployed | Eugene | OR | 02/2021 | 12/2021 |
| Rbc Wealth Management | Eugene | OR | 01/2022 | 02/2024 |
| Unemployed | Eugene | OR | 03/2024 | 08/2024 |
| Columbia Bank | Eugene | OR | 12/2017 | 01/2021 |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-20 |
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