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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED_RES | 2009-06-01 |
Branch Locations
2550 Denali Street Suite 1700, Anchorage, AK 99503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Anchorage | AK | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
1) SERVE AS TREASURER FOR THE PROVIDENCE HOSPITAL FOUNDATION. 2) H2OASIS INDOOR WATER PARK. 3) Rental; Investment related; Lahaina, HI; Rental home; Employee; Apr/2014; During business hours: 0; After business hours: 0; Receiving checks. Prop manager manages 4)*397970 - Custodian; Investment related -Yes; Anchorage, Alaska; Custodian; 07/2020; During business hours: 1; After business hours: 0; *48517 - Rush Anchorage Residence, LLC; Investment related: Yes; anchorage, Alaska; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 04/2014; During business hours: 0; After business hours: 1; Administrative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 1983-11-28 |
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