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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-05-05 |
| CA | RA | APPROVED | 2020-03-24 |
| WA | RA | APPROVED | 2019-11-01 |
Branch Locations
601 Union Street, Two Union Square Suite 5200, Seattle, WA 98101 • United States
555 California Street Pwm, San Francisco, CA 94104 • United States
Port Orchard, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs & Co. Llc | Seattle | WA | 07/2018 | 08/2019 |
| University Of Washington - Was | Seattle | WA | 09/2016 | 06/2018 |
| Morgan Stanley | Seattle | WA | 08/2019 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 09/2019 | Present |
*453264-MBARC LLC; Investment related =Yes; Port Orchard, Washington; Sole Proprietor/Owner; 09/2021; During business hours: 0; After business hours: 1; description of duties *458017 - Powersports Northwest LLC; Investment related - No; Lakewood, Washington; Recreation; Investor, Board Member (proprietor, partner, officer, director, employee, trustee, agent); 11/2021; During business hours: 0; After business hours: 4; Business Development/Growth *687558- 6 MS LLC dba 6 Minute Sprint; Investment related: Yes; Port Orchard, Washington; Retail/Online Stores; Partner (proprietor, partner, officer, director, employee, trustee, agent); 04/2026; During business hours: 0; After business hours: 3; Other - General advisory; spouse manages book keeping and admin; operations, sales, marketing and day to day operations handled by others
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-04 |
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