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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2021-06-03 |
| TX | RA | APPROVED | 2021-06-03 |
Branch Locations
4800 Meadows Road Suite 400, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Chase Bank | Jacksonville | OR | 10/2012 | 06/2021 |
| Jp Morgan Chase Bank N.A. | Jacksonville | OR | 10/2012 | 06/2021 |
| Morgan Stanley Smith Barney Llc | Lake Oswego | OR | 06/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2021 | Present |
*612087 - Rental Property; Investment Related - Yes; Salem, Oregon; Real Estate; Owner, Manager (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 09/2024; During Business Hours: 0; After Business Hours: 4; Property Management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-08 |
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