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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-03-04 |
Branch Locations
400 Winslow Way East Suite 200, Bainbridge Island, WA 98110 • United States
2011 North West Myhre Road Suite 301, Silverdale, WA 98383 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets Corporation | Seattle | WA | 11/2008 | 02/2024 |
| Morgan Stanley Smith Barney Llc | Silverdale | WA | 02/2024 | Present |
| Morgan Stanley Smith Barney Llc | Bainbridge Island | WA | 02/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2024 | Present |
MONTANA AMBASSADORS / ANACONDA, MT / NON-INVESTMENT RELATED / START 08-FEBRUARY-2011 / BOARD OF DIRECTORS / DUTIES: PERIODIC BOARD MEETINGS TO DISCUSS EVENTS & FUNDRAISING / .25 HOURS DEVOTED PER WEEK / 0 DURNG TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 1990-07-30 |
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