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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-02-24 |
| WA | RA | APPROVED | 2009-06-01 |
Branch Locations
724 Columbia Street Northwest Suite 350, Olympia, WA 98501 • United States
Olympia, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Olympia | WA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1)ADAMS PROPERTIES; HOLDING LLC FOR RENTAL PROPERTIES; PASSIVE OWNER; PROFESSIONAL PROPERTY MANAGER FOR THE PROPERTIES; 01/2014 *473896 - Trust; Investment related - Yes; Olympia, Washington; 08/2020; During business hours: 0.34; After business hours: 0 *65802 - Capital Consulting and Development, LLC; Investment Related - Yes; Olympia, Washington; Other; Officer (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 03/2012; During Business Hours: 0; After Business Hours: 0; Administrative. *658478- Tokarczyk Adams Land LLC; Investment related: Yes; Steilacoom, Washington; Real Estate; Officer (proprietor, partner, officer, director, employee, trustee, agent); 03/2013; During business hours: 0; After business hours: 1; Property Management
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-11-01 |
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