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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2017-06-02 |
| TX | RA | APPROVED | 2017-05-22 |
Branch Locations
4800 Meadows Road Suite 400, Lake Oswego, OR 97035 • 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 | Portland | OR | 03/2008 | 05/2017 |
| Morgan Stanley | Lake Oswego | OR | 05/2017 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 05/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 1992-03-26 |
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