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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 |
| WA | RA | APPROVED | 2018-03-06 |
Branch Locations
601 Union Street Suite 2900, Seattle, WA 98101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Russell Investments | Seattle | WA | 06/2015 | 01/2017 |
| Morgan Stanley | Seattle | WA | 01/2017 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2018 | Present |
Head Basketball Coach/trainer at Redmond Select Investment Related (Y or N): N Business Address (City, State): Redmond WA Nature of the business: Youth Basketball Relationship/position: Coach Start Date: 10/01/2014 Time spent during trading hours: 0 Time spent outside of trading hours: 8 Description: I coach a youth basketball team. *484972 - Uptown Select Basketball Academy LLC; Investment related No; Newcastle, Washington; Recreation; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 03/2021; During business hours: 0; After business hours: 16; Business Development/Growth, Sales/Marketing
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-03 |
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