Best Investors Account Sign in
Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
AK RA APPROVED 2026-05-11
TX RA APPROVED 2026-03-20
WA RA APPROVED 2026-02-13
  • AK RA
    APPROVED
    Since 2026-05-11
  • TX RA
    APPROVED
    Since 2026-03-20
  • WA RA
    APPROVED
    Since 2026-02-13

Branch Locations

2550 Denali Street Suite 1700, Anchorage, AK 99503 • United States

2200 Rimland Drive Suite 105, Bellingham, WA 98226 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Bellingham WA 12/2025 Present
Third Order Change Bellingham WA 10/2024 12/2025
Snoqualmie Valley School District Snoqualmie WA 07/2022 06/2024
Career Break (Unemployed-Preparing Company Launch) Bellingham WA 07/2024 09/2024
Transcend, Inc Hastings-On Hudson NY 01/2021 05/2022
Burlington-Edison School District Burlington WA 07/2017 06/2020
Career Break (Unemployed- Job Search) Bellingham WA 07/2020 12/2020
Mount Baker School District Deming WA 07/2014 06/2017
Morgan Stanley Private Bank, N.A New York NY 03/2026 Present
  • 12/2025 → Present
    Bellingham, WA
  • 10/2024 → 12/2025
    Third Order Change
    Bellingham, WA
  • 07/2022 → 06/2024
    Snoqualmie Valley School District
    Snoqualmie, WA
  • 07/2024 → 09/2024
    Career Break (Unemployed-Preparing Company Launch)
    Bellingham, WA
  • 01/2021 → 05/2022
    Transcend, Inc
    Hastings-On Hudson, NY
  • 07/2017 → 06/2020
    Burlington-Edison School District
    Burlington, WA
  • 07/2020 → 12/2020
    Career Break (Unemployed- Job Search)
    Bellingham, WA
  • 07/2014 → 06/2017
    Mount Baker School District
    Deming, WA
  • 03/2026 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-21
  • S66 Uniform Combined State Law Examination
    2025-11-21

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Anchorage, AK

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor