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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2017-06-29 |
| TX | RA | APPROVED | 2017-06-29 |
Branch Locations
1300 Sw 5Th Ave 15Th Fl [Oo-Rbo], Portland, OR 97201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Eugene | OR | 01/2016 | 06/2017 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2016 | 06/2017 |
| Morgan Stanley | Eugene | OR | 09/2016 | 06/2017 |
| Wells Fargo Clearing Services, Llc | Eugene | OR | 06/2017 | Present |
BENEFICIARY OF GODFATHER'S ACCOUNT ; NOT INV RELATED; PORTLAND, OR; POA; BENEFICIARY; START DATE: 09/04/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 2009-08-20 |
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