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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-03-23 |
| OR | RA | APPROVED | 2009-06-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Medford | OR | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. SMITH ASSOCIATES CONSULTING. NOT INVESTMENT RELATED. MEDFORD, OR. PRESIDENT. 11/1992. TIME ASSOCIATED IS NOT DURING SECURITIES TRADING HOURS. 2. The Smith Family Trust; Investment related; Private company; Trustee; Start date: 06/1995; During business hours: 0; After business hours: 0 3. *415265 - Trust; Investment related - Yes; Medford, Oregon; Successor Trustee; 12/2021; During business hours: 0; After business hours: 0; 4. *543493- Congregational United Church of Christ, Ashland, Oregon; Investment related-No; Ashland, Oregon; Religious; Finance Committee: Board Member (proprietor, partner, officer, director, employee, trustee, agent); 03/2023; During business hours: 0; After business hours: 2 Financial decsions affecting the church's budget and expenses on the Finance Committee and member of the church Council as of 7/1/25. 5. *625680- Investment Property; Investment related-Yes; Medford; Oregon; Real estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 03/2025; During business hours: 0; After business hours: 0; This is a home I am purchasing for investment puprposes that my parents will live in. They will pay rent of $5,000 per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-27 |
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