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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-02-14 |
| TX | RA | APPROVED_RES | 2023-06-13 |
| WA | RA | APPROVED | 2009-06-01 |
Branch Locations
Green Valley, AZ • United States
500 108Th Avenue, North East Suite 1900, Bellevue, WA 98004 • United States
Cle Elum, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co., Incorporated | Bellevue | WA | 04/2007 | Present |
| Morgan Stanley Smith Barney | Bellevue | WA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-06 |
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