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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-02-25 |
| WA | RA | APPROVED | 2018-08-16 |
Branch Locations
4000 Carillon Point Suite 600, Kirkland, WA 98033 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hsbc Securities (Usa) Inc. | Bellevue | WA | 08/2016 | 06/2018 |
| Hsbc Bank Usa, N.A. | Bellevue | WA | 09/2013 | 06/2018 |
| Morgan Stanley | Kirkland | WA | 08/2018 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 08/2018 | Present |
*508487 - Rental property; Investment related: Yes; Kirkland, Washington; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 06/2022; During business hours: 0; After business hours: 0; Property Management *572019- Rental Property; Investment related: Yes; Bellevue, Washington; Real Estate, Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2023; During business hours: 0; After business hours: 0; Property Management *572643- Rental Property; Investment related: Yes; Kirkland, Washington; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 04/2017; During business hours: 0; After business hours: 0; Property Management *572640- Rental Property; Investment related: Yes; Kirkland, Washington; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 02/2021; During business hours: 0; After business hours: 0; Property Management *572641- Rental Property; Investment related: Yes; Bothell, Washington; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 02/2021; During business hours: 0; After business hours: 0; Property Management *572645- Rental Property; Investment related: Yes; Renton, Washington; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2017; During business hours: 0; After business hours: 0; Property Management *572639 - Eagle Eyes Long Holding LLC ; Investment related - Yes ; Bellevue, Washington ; Rental Property ; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent) ; 11/2022 ; During business hours : 0 ; After business hours : 0 ; Property Management *583991 - Rental Property; Investment Related - Yes; Las Vegas, Nevada; Rental Property ; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 02/2024; During Business Hours: 0; After Business Hours: 0; Property Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2009-05-08 |
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