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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-11 |
| WA | RA | APPROVED | 2018-08-10 |
Branch Locations
3909 Castlevale Road Suite 100, Yakima, WA 98902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets Corporation | Yakima | WA | 03/2008 | 08/2018 |
| Morgan Stanley | Yakima | WA | 08/2018 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 10/2018 | Present |
*391779 - Bohoskey LLC; Investment related - Yes; Yakima, Washington; Mineral rights; Partner (proprietor, partner, officer, director, employee, trustee, agent); Jan 2006; During business hours: 0; After business hours: 0; Administrative. *391783 - Estate Administration; Investment related - Yes; Executor/Co-Executor (proprietor, partner, officer, director, employee, trustee, agent); Jan 2016; During business hours: 0; After business hours: 0. *391784-Trust; Investment related - Yes; Trustee/Co-Trustee (proprietor, partner, officer, director, employee, trustee, agent); Fen 2020; During business hours: 0; After business hours: 0. *577123- Yakima Valley College; Investment related: No; Yakima, Washington; Economic Assistance; Finance Committee, Board Member (proprietor, partner, officer, director, employee, trustee, agent); 12/2023; During business hours: 2; After business hours: 2; Business Development/Growth, Serving on the Ivesment committee to monitor the outside money managers
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-22 |
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