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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-12-22 |
| OR | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED | 2009-06-01 |
Branch Locations
1701 Southeast Columbia River Drive Suite 120, Vancouver, WA 98661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| 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 |
1. MEMBER OF THE FINANCE COMMITTEE WITH THE PORTLAND STATE UNIVERSITY FOUNDATION*** 2. ANGEL OR 2007 - M-SIX 3D GRAPHIC RENDERING*** 3. OREGON ANGEL FUND - ELEMENTAL TECH, LUMENCOR, DAVERCI ANGEL FUND TO INVEST IN 3-4 ANGEL INVEST*** 5. DAVERCI SYSTEMS*** 6. OEN - PORTLAND ANGEL NETWORK; INVESTOR RELATIONS CHAIR; 309 SW SIXTH AVE. PORTLAND, OREGON; DUTIES: FACILITATE MEETINGS; 5 AFTER BUSINESS HOURS; 0 DURING BUSINESS HOURS; 01/2011 7. OWNER; RENTAL PROPERTY; AS OF 6/2014; 15025 NW SPRINGVILLE RD, PORTLAND, OR 97229; DURING BUSINESS HOURS 0 AFTER BUSINESS HOURS 0. 8. OWNER, REAL ESTATE, SW 34TH PORTLAND OR, EFFECTIVE DATE 09/2014, DURING BUSINESS HOURS PER WEEK 0 AFTER BUSINESS HOURS PER WEEK 1. 9. DGJ LLC; Sole Proprietor / Owner / Partner; Owner; Real estate Business / Company; During business hours 0; After business hours 0; Portland OR;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-24 |
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