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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-12-05 |
| OR | RA | APPROVED | 2018-04-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Eugene | OR | 12/2017 | Present |
| Safeway | Eugene | OR | 05/2016 | 12/2017 |
| University Of Oregon | Eugene | OR | 06/2014 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 05/2018 | Present |
*403570 - BNI; Investment related No; Portland, OR; Networking Group; President (proprietor, partner, officer, director, employee, trustee, agent); October 2019; During business hours: 6; After business hours: 0.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-16 |
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