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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-16 |
| WA | RA | APPROVED | 2024-02-16 |
Branch Locations
400 Winslow Way East Suite 200, Bainbridge Island, WA 98110 • United States
2011 North West Myhre Road Suite 301, Silverdale, WA 98383 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Homestreet Bank | Bainbridge Island | WA | 12/2013 | 10/2021 |
| Cetera Investment Services Llc | St. Cloud | MN | 03/2015 | 06/2017 |
| Cetera Investment Services Llc | St. Cloud | MN | 06/2017 | 12/2019 |
| Rbc Capital Markets, Llc | Bainbridge | WA | 11/2021 | 02/2024 |
| Morgan Stanley Smith Barney Llc | Silverdale | WA | 02/2024 | Present |
| Morgan Stanley Smith Barney Llc | Bainbridge Island | WA | 02/2024 | Present |
(1) Bainbridge Crest HOA / Bainbridge Island, WA / Non-Investment Related / Home Owners Association / Officer / Start 17-October-2023 / Board member on my HOA. I approve monthly bills to be paid. / 2 hours devoted per month / 0 during trading hours. (2) *586243 - Bainbridge Learning Resources LLC ; Investment related - Yes ; Bainbridge Island,Washington ; Consulting:Education ; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent) ; 2/2023 ; During business hours : 0 ; After business hours : 1 ; Accounting/Bookkeeping:Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-28 |
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