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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-02-24 |
| WA | RA | APPROVED | 2017-11-06 |
Branch Locations
4000 Carillon Point Suite 600, Kirkland, WA 98033 • United States
717 West Sprague Avenue Suite 500, Spokane, WA 99201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Locorr Distributors | Excelsior | MN | 08/2015 | 08/2017 |
| Morgan Stanley | Kirkland | WA | 08/2017 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 10/2017 | Present |
1. *328965 - Haines Home Building Supply; Investment related - Yes; Sales of Hardware and Building Supplies; Officer (proprietor, partner, officer, director, employee, trustee, agent); 12/2020; During business hours: 0; After business hours: 1; 5. * 456612 - Hilltop Base LLC; Investment related Yes; Haines, Alaska; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 08/2021; During business hours: 0; After business hours: 1; Investment Decisions/Advice 6. *474040- Mercer Island Beach Club; Investment related: No; Mercer Island, Washington; Social & Recreational; Board Member, President of the Board (proprietor, partner, officer, director, employee, trustee, agent); 02/2022; During business hours: 2; After business hours: 6; Check Signing/Funds Disbursements, Helping the Board guide capital projects and ongoing managment of the Club. *614726- Snow Mountain Ranch LLC; Investment related: Yes; Haines, Alaska; Agriculture; Officer (proprietor, partner, officer, director, employee, trustee, agent); 12/2024; During business hours: 1; After business hours: 1; Property Management *611586- Scott Gilbert thru Oceanna LLC; Investment related: Yes; Mercer Island, Washington; Lending; Sole Proprietor/Owner:Officer (proprietor, partner, officer, director, employee, trustee, agent); 03/2022; During business hours: 0; After business hours: 0; Administrative:Other *672641 - G-Whiz Fisheries LLC; Investment Related - Yes; Mercer Island, Washington; Recreation; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2026; During Business Hours: 2; After Business Hours: 2; Business Development/Growth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-14 |
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