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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-18 |
| WA | RA | APPROVED | 2025-06-18 |
Branch Locations
2200 Rimland Drive Suite 105, Bellingham, WA 98226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | San Jose | CA | 02/2008 | 06/2025 |
| Morgan Stanley Smith Barney Llc | Kirkland | WA | 06/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2025 | Present |
(1) Ultimate Hunting & Fishing / Social Network / San Jose, CA / My wife owns this company and would like me to make phone calls for about 30-45 minutes in the evening after work; in other works assisting her in her marketing efforts. / Start 11-October-2010 / 12 hours devoted per month. (2) 1175 Hard Rock Road / Corvallis, MT / Investment Related / Rental Property - Real Estate / Proprietor / Owner / Management, maintenance and operations of the property / Start 25-March-2023 / 0 hours devoted. *647540- Ultimate Hunting and Fishing; Investment related: No; Lynden, Washington; Social Networking on Facebook; Partner(proprietor, partner, officer, director, employee, trustee, agent); 01/2010; During business hours: 0; After business hours: 8; Sales/Marketing *647538- Rental Property; Investment related: Yes; Corvallis, Montana; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 06/2022; During business hours: 0; After business hours: 1; Property Management *707828- Tod and Cari Asmussen; Investment related Yes; Lynden, Washington; Agriculture; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 07/2026; During business hours: 0; After business hours: 10; Property Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-24 |
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