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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-10-20 |
| OR | RA | APPROVED | 2021-09-20 |
Branch Locations
4800 Meadows Road Suite 400, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Lake Oswego | OR | 12/2017 | Present |
| Al's Garden And Home | Sherwood | OR | 05/2015 | 08/2017 |
| University Of Portland | Portland | OR | 08/2014 | 05/2018 |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2024 | Present |
* 415127 - Grove Custom Fabrication LLC; Investment related No; Newberg, OR; Construction/Engineering; Officer (proprietor, partner, officer, director, employee, trustee, agent); Nov 2020; During business hours: 0; After business hours: 20; Accounting/Bookkeeping
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-18 |
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