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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-20 |
| ID | RA | APPROVED | 2023-06-20 |
Branch Locations
101 South Capitol Boulevard Suite 401, Boise, ID 83702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Boise | ID | 11/2021 | Present |
| The Coeur D' Alene Resort Golf And Spa | Coeur D' Alene | ID | 08/2017 | 09/2021 |
| National Benefit Pros | Newman Lake | WA | 05/2019 | 08/2020 |
| Coeur D' Alene High School | Coeur D' Alene | ID | 09/2014 | 05/2017 |
| University Of Idaho | Moscow | ID | 01/2018 | 05/2021 |
*615186 - The Grove Fitness; Investment related:No; Boise, Idaho; Fitness/Gym; Employee(proprietor, partner, officer, director, employee, trustee, agent); 10/2024; During business hours: 0; After business hours: 48; Customer Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-20 |
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