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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-05-05 |
| WA | RA | APPROVED | 2018-01-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Federal Way | WA | 10/2017 | 02/2018 |
| Unemployed | Tacoma | WA | 08/2017 | 10/2017 |
| Trueblue, Inc. | Tacoma | WA | 01/2017 | 08/2017 |
| Kpmg Llp | Seattle | WA | 10/2015 | 12/2016 |
| Morgan Stanley | Federal | WA | 02/2018 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2018 | Present |
*507577- Greater Tacoma Community Foundation ; Investment related-No; Tacoma, Washington; Civic/Community; Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 08/2022; During business hours: 5; After business hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-18 |
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