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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-07-25 |
| TX | RA | APPROVED_RES | 2024-07-25 |
Branch Locations
101 South Capitol Boulevard Suite 401, Boise, ID 83702 • United States
439 East Shore Drive 1St Floor, Eagle, ID 83616 • 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 |
|---|---|---|---|---|
| City National Bank | Boise | ID | 11/2020 | 12/2023 |
| Morgan Stanley Smith Barney Llc | Boise | ID | 07/2024 | Present |
| Morgan Stanley Smith Barney Llc | Eagle | ID | 07/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2024 | Present |
| Rbc Capital Markets Corporation | Boise | ID | 03/2008 | 07/2024 |
KTVB / BOISE, ID / LOCAL NBC AFFILIATE TC STATION / NON-INVESTMENT RELATED / START 01-NOVEMBER-2005 / INDEPENDENT CONTRACTOR / DUTIES: COLOR COMMENTARY AND TELEVISION BROADCASTING OF NCAA BASKETBALL GAMES / 0.50 HOURS DEVOTED PER WEEK / 0 DURING TRADING HOURS. *620344 - KTVB / Bronco Sports Properties; Investment related: No; Boise, Idaho; Recreation; Contractor(proprietor, partner, officer, director, employee, trustee, agent); 12/2024; During business hours: 0; After business hours: 2; Labor/Service *665232 - Idaho Youth Sports Commission; Investment related: No; Garden City, Idaho; Children/Youth; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); 10/2023; During business hours: 1; After business hours: 0; Advice, guidance, support, fundraising *665235- Athletic Club Boise; Investment related: No; Boise, Idaho; Recreation; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 11/2025; During business hours: 1; After business hours: 1; Advisory Board to a new start up in the semi pro soccer area. Focus on youth development and positive coaching *666668- AIRE; Investment related: No; Meridian, Idaho; Recreation; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); 01/2026; During business hours: 0; After business hours: 1; Advisory Board to a company that manufactures white water rafting and fishing equipment. Target Market, social media, industry trend analysis *665229- College of Western Idaho; Investment related-No; Nampa, Idaho; Public Schools; Role/position/job title (proprietor, partner, officer, director, employee, trustee, agent); 01/2024; During business hours: 0; After business hours: 1; Advisor.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-12-28 |
| S65 | Uniform Investment Adviser Law Examination | 1993-12-28 |
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