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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED_RES | 2009-06-01 |
Branch Locations
4800 Meadows Road Suite 400, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co., Incorporated | Portland | OR | 04/2007 | Present |
| Morgan Stanley Smith Barney | Lake Oswego | OR | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
3 BOY SCOUTS MEMBER 4 BOY SCOUTS OF AMERICA ENDOWMENT/PLANNED GIVING BOARD MEMBER/EAGLE SCHOLARSHIP COMMITTEE MEMBER
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-10 |
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