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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-07-08 |
Branch Locations
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 | Medford | OR | 10/2025 | Present |
| Open Door Family Dentistry | Grants Pass | OR | 03/2025 | 10/2025 |
| Grants Pass Automotive | Grants Pass | OR | 01/2025 | 03/2025 |
| Edward Jones | Grants Pass | OR | 10/2022 | 11/2024 |
| Allen Creek Dental | Grants Pass | OR | 02/2022 | 10/2022 |
| Dr. Nathan Tanner | Medford | OR | 07/2020 | 02/2022 |
| In-N-Out Burger | Grants Pass | OR | 03/2007 | 07/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-01 |
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