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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-13 |
| MT | RA | APPROVED | 2022-05-31 |
Branch Locations
401 North 31St Street Suite 900, Billings, MT 59103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Billings | MT | 01/2022 | 03/2022 |
| Tendernest Assisted Living | Billings | MT | 01/2011 | 01/2022 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 05/2022 | Present |
| Morgan Stanley Smith Barney Llc | Billings | MT | 03/2022 | Present |
*493737 - Swenson Brothers, LLC; Investment related: Yes; Billings, Montana; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 03/2019; During business hours: 0; After business hours: 1; Partner in the LLC *493734 - Rental Property; Investment related: Yes; Billings, Montana; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 06/2021; During business hours: 0; After business hours: 5; Property Management *532831 - Boulder Arrowhead Baseball; Investment related: No; Billings, Montana; Sports; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 12/2022; During business hours: .0; After business hours: 8; Accounting/Bookkeeping, Check Signing/Funds Disbursements
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-08 |
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