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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2022-03-17 |
| WA | RA | APPROVED | 2021-02-16 |
Branch Locations
8050 Sw Pfaffle Street Suite 100, Portland, OR 97223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Seattle | WA | 04/2016 | 02/2021 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 04/2016 | 02/2021 |
| Mariner Wealth Advisors | Bellevue | WA | 02/2021 | Present |
Salmon River Park Water Improvement District; not investment related; Brightwood, OR; HOA; secretary; start date 7/12/25; 0.5 hours /month, 0 during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-19 |
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