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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2024-05-20 |
| TX | RA | APPROVED | 2023-01-20 |
| WA | RA | APPROVED | 2022-12-23 |
Branch Locations
601 Union Street, Two Union Square Suite 5200, Seattle, WA 98101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Seattle | WA | 01/2022 | Present |
| Gaia Med Pllc | Seattle | WA | 02/2018 | Present |
| Seattle Natural Family And Sports Medicine, Pllc | Seattle | WA | 09/2012 | 12/2018 |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2023 | Present |
(1) 473118 - Gaia Med PLLC / Investment Related / Seattle, WA / Hospital, Healthcare / Sole Proprietor, Owner / Start 28-February-2018 / During business hours: 0 / After business hours: 20 / Accounting, Bookkeeping, Labor, Service, Administrative, Other. (2) 689512 - 6012 40th Avenue NE Homeowners Association / Investment Related / Seattle, WA / Real Estate / Officer / 01-March-2023 / During business hours: 0 / After business hours: 0.5 / Fulfill HOA needs along with other officers, including payment of utilities, garbage/sewer/recycling, needs assessment, care of "walls out" common property, at least 1 HOA meeting per year.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-23 |
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