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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2012-10-15 |
Branch Locations
705 Sw Bonnett Way Suite 1200, Bend, OR 97702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Bend | OR | 10/2012 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
Annuity and life insurance agent; Investment related - Yes; Independent Contractor; 12/2012; During business hours: 0.25; After business hours: 0 * 483488 - Trust; Investment related Yes; Bend, Oregon; Trust; Trustee/Co-Trustee; 09/2019; During business hours: 20; After business hours: 0;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-14 |
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