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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2025-09-23 |
| TX | RA | APPROVED_RES | 2023-04-19 |
| WA | RA | APPROVED | 2023-04-19 |
Branch Locations
150 Washington Avenue Suite 301, Santa Fe, NM 87501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Salem | OR | 06/2009 | 08/2018 |
| Nylife Securities Llc. | Portland | OR | 05/2019 | 06/2019 |
| New York Life Insurance Company | Portland | OR | 02/2019 | 06/2019 |
| Unemployed | Salem | OR | 09/2018 | 01/2019 |
| Unemployed | Salem | OR | 06/2019 | 10/2019 |
| Oppenheimer & Co, Inc. | Bellevue | WA | 10/2019 | 03/2023 |
| Morgan Stanley | Santa Fe | NM | 04/2023 | Present |
ELEMENTREE - NOT INVESTMENT RELATED - BUSINESS ADDRESS IS MY PERSONAL RESIDENCE - JEWELRY AND HOME FURNISHINGS DESIGNER AND MANUFACTURER, SOLE PROPRIETOR STARTED 2/13/12 - 15 HR/MONTH SPENT - 0 HOURS DURING TRADING HOURS - SOLE PROPRIETOR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-11 |
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