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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2013-02-20 |
| TX | RA | APPROVED | 2009-06-01 |
Branch Locations
601 Union Street Suite 2900, Seattle, WA 98101 • United States
Seattle, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co., Incorporated | El Paso | TX | 04/2007 | Present |
| Morgan Stanley Smith Barney | El Paso | TX | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*682808- Ownership of commercial property; Investment related: Yes; Seattle, Washington; Rental Property; Partner (proprietor, partner, officer, director, employee, trustee, agent); 05/2026; During business hours: 0; After business hours: 1; Property Management
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-11-15 |
| S65 | Uniform Investment Adviser Law Examination | 2005-11-01 |
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