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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2018-08-10 |
Branch Locations
3909 Castlevale Rdoad Suite 100, Yakima, WA 98902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Wealth Management | Yakima | WA | 07/2014 | 08/2018 |
| Morgan Stanley | Yakima | WA | 08/2018 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2019 | Present |
*393319 - Estate Administration; Executor/Co-Executor (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); Feb 2030; During Business Hours: 1; After Business Hours: 0.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-27 |
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