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Stephanie Dallas

Morgan Stanley

Seattle, WA

Lopez Island, WA

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-10-13
WA RA APPROVED 2009-06-01
  • TX RA
    APPROVED_RES
    Since 2022-10-13
  • WA RA
    APPROVED
    Since 2009-06-01

Branch Locations

601 Union Street Suite 2900, Seattle, WA 98101 • United States

Lopez Island, WA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Llc Seattle WA 06/2009 Present
Morgan Stanley Private Bank, N.A. New York NY 01/2015 Present
Morgan Stanley Smith Barney Llc Lopez Island WA 08/2022 Present
  • 06/2009 → Present
    Morgan Stanley Smith Barney Llc
    Seattle, WA
  • 01/2015 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 08/2022 → Present
    Morgan Stanley Smith Barney Llc
    Lopez Island, WA
Previous Registrations
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Seattle, WA
  • 1998-12-28 → 2007-04-02
    Morgan Stanley Dw Inc.
    Seattle, WA
    Seattle, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-02-20
S63 Uniform Securities Agent State Law Examination 1984-06-20
  • S65 Uniform Investment Adviser Law Examination
    1996-02-20
  • S63 Uniform Securities Agent State Law Examination
    1984-06-20
Other Names
  • Stephanie Dallas Cahoon
  • Stephanie Louise Dallas

View on SEC IAPD

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Other Offices

KLAKNA GROUP LTD · SEATTLE, WA
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC · SEATTLE, WA
MADISON PARK CAPITAL ADVISORS, LLC · SEATTLE, WA
ETERNAL DIGITAL FUND LTD. · SEATTLE, WA
FREESTONE CAPITAL MANAGEMENT, LLC · SEATTLE, WA
CEDAR RIVER CAPITAL, LLC · SEATTLE, WA
ROBERT A. UNDERHILL P.C. · SEATTLE, WA
SITKA PACIFIC CAPITAL MANAGEMENT, LLC · SEATTLE, WA

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