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Stephen Alan Panitch

Morgan Stanley

Vancouver, WA

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-03-03
WA RA APPROVED 2018-01-23
  • TX RA
    APPROVED_RES
    Since 2020-03-03
  • WA RA
    APPROVED
    Since 2018-01-23

Branch Locations

1701 Southeast Columbia River Drive Suite 120, Vancouver, WA 98661 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney New York NY 11/2016 08/2017
Morgan Stanley Private Bank, National Association New York NY 11/2016 08/2017
Unemployed New York NY 06/2016 11/2016
Unemployed Vancouver WA 08/2017 01/2018
Morgan Stanley Vancouver WA 01/2018 Present
  • 11/2016 → 08/2017
    Morgan Stanley Smith Barney
    New York, NY
  • 11/2016 → 08/2017
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 06/2016 → 11/2016
    Unemployed
    New York, NY
  • 08/2017 → 01/2018
    Unemployed
    Vancouver, WA
  • 01/2018 → Present
    Morgan Stanley
    Vancouver, WA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-12-01
S63 Uniform Securities Agent State Law Examination 1996-12-05
  • S65 Uniform Investment Adviser Law Examination
    1998-12-01
  • S63 Uniform Securities Agent State Law Examination
    1996-12-05

View on SEC IAPD

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Other Offices

OSAIC WEALTH, INC. · Vancouver, WA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · VANCOUVER, WA
OSAIC WEALTH, INC. · VANCOUVER, WA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Vancouver, WA
AMERIPRISE FINANCIAL SERVICES, LLC · VANCOUVER, WA
STATE FARM INVESTMENT MANAGEMENT CORP. · VANCOUVER, WA
COLUMBIA RIVER FINANCIAL GROUP · VANCOUVER, WA
LPL FINANCIAL LLC · VANCOUVER, WA

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