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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-05-05 |
| ID | RA | APPROVED | 2013-11-26 |
Branch Locations
505 East Front Avenue Suite 201, Coeur D'ALene, ID 83814 • 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 |
|---|---|---|---|---|
| Morgan Stanley | Coeur D'ALene | ID | 11/2013 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1.OWNER/LANDLORD HAZEL RENTAL PROPERTY IN DOEUR D'ALENE, ID, 83814, 12/15/2005 MANAGE PROPERTY. 2.FERNDALE RENTAL PROPERTY HAYDEN, ID 83835 SINCE 6/15/2012 OWNER 3.HAYDEN AVE RENTAL PROPERTY HAYDEN LAKE, ID 83835 SINCE 6/15/2012 OWNER 7. *484312 - Epic 360 Moments, LLC; Investment related No; Dalton Gardens, Idaho; Technology; Partner (proprietor, partner, officer, director, employee, trustee, agent); 03/2022; During business hours: 0; After business hours: 5; Administrative, Business Development/Growth, Customer Service, Labor/Service, Sales/Marketing *603843 - Swimply; Investment Related - Yes; Dalton Gardens, Idaho; Rental Property; Property Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 07/2024; During Business Hours: 0; After Business Hours: 1; Property Management. *627530 - Fable & Fête, LLC; Investment related: Yes; Dalton Gardens, Idaho; Consulting; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 3/2025; During business hours: 0; After business hours: 5; Administrative:Business Development/Growth:Customer Service:Sales/Marketing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-10 |
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