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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-03 |
| OK | RA | APPROVED | 2009-06-01 |
| OR | RA | APPROVED | 2009-06-01 |
Branch Locations
705 Sw Bonnett Way Suite 1200, Bend, OR 97702 • United States
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 |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Bend | OR | 07/2003 | Present |
| Morgan Stanley Smith Barney | Bend | OR | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 1981-05-02 |
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