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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-01-19 |
| TX | RA | APPROVED_RES | 2020-03-26 |
| WA | RA | APPROVED | 2009-06-01 |
Branch Locations
2200 Rimland Drive Suite 105, Bellingham, WA 98226 • 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 | Bellingham | WA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*497113 - Power of Attorney ; Investment related - Yes; Bellingham, Washington; 05/2022; During business hours: 0; After business hours: 0 *538821 - Bellingham Golf and Country Club; Investment Related - No; Bellingham, Washington; Sports, Social & Recreational; Officer (non-board member), Board Member (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2023; During Business Hours: 0; After Business Hours: 10; Check Signing/Funds Disbursements, Business Development/Growth.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-15 |
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