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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-22 |
| OR | RA | APPROVED | 2023-02-17 |
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 |
|---|---|---|---|---|
| Rbc Capital Markets Corporation | Eugene | OR | 12/2008 | 02/2023 |
| City National Bank | Eugene | OR | 05/2021 | 02/2023 |
| Morgan Stanley Smith Barney Llc | Eugene | OR | 02/2023 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 1984-08-15 |
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