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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-03 |
| OR | RA | APPROVED | 2015-02-02 |
Branch Locations
705 Sw Bonnett Way Suite 1200, Bend, OR 97702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Bend | OR | 11/2014 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 02/2015 | Present |
*398675 - Deschutes Children's Foundation; Investment related -No; Bend; Oregon; Board Member, Finance Committee, Other, Other Committee, Board Chair, and member of Executive Committee (proprietor, partner, officer, director, employee, trustee, agent); 02/2020; During business hours: 0; After business hours: 5;Business Development/Growth:Fundraising:Other
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-02 |
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