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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-07-17 |
| WA | RA | APPROVED | 2009-06-01 |
Branch Locations
1701 Southeast Columbia River Drive Suite 120, Vancouver, WA 98661 • 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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Vancouver | WA | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
3.Kelso Theater Pub; Investment related- Yes; Kelso, Washington; Business / Company; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); 06/1997; During business hours: 0.5; After business hours: 2; 4. *412750 - Power of Attorney; Investment related - Yes; Kelso, Washington; Power of Attorney; 12/2020; During business hours: 1; After business hours: 0 429123-Second Home 551 23rd Ave Longview WA 98632; Investment related -No; Longview, Washington; Real Estate; Other; April 2021; During business hours:0 ; Property Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-25 |
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