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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-01-21 |
| WA | RA | APPROVED | 2018-11-08 |
Branch Locations
3909 Castlevale Road Suite 100, Yakima, WA 98902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Madrona Distribution Inc. | Bellevue | WA | 09/2017 | 07/2018 |
| Comprehensive Healthcare | Yakima | WA | 01/2010 | 07/2017 |
| Morgan Stanley Smith Barney Llc | Yakima | WA | 09/2018 | 11/2018 |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2018 | Present |
| Morgan Stanley Smith Barney Llc | Yakima | WA | 11/2018 | Present |
*388535 - Investment related Yes; Power of Attorney (proprietor, partner, officer, director, employee, trustee, agent); Sept 2011; During business hours: 0; After business hours: 0; Check Signing/Fund Disbursements, Other *483161 - Estate ; Investment related - Yes; Yakima, Washington; 01/2022; During business hours: 0.15; After business hours: 0.85
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-11 |
| S65 | Uniform Investment Adviser Law Examination | 1995-09-11 |
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