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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-23 |
| OR | RA | APPROVED | 2025-08-08 |
Branch Locations
705 Sw Bonnett Way Suite 1200, Bend, OR 97702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Bend | OR | 04/2025 | Present |
| Us Bank | Bend | OR | 02/2021 | 04/2025 |
| Us Department Of Agriculture | Redmond | OR | 06/2020 | 01/2021 |
| Mark Miller Subaru Mid-Towne | Salt Lake City | UT | 02/2019 | 05/2019 |
| Wells Fargo | Wilsonville | OR | 11/2015 | 01/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-07 |
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