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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-04-23 |
| OR | RA | APPROVED | 2018-07-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Milepost Consulting | Seattle | WA | 04/2017 | 11/2017 |
| 3Degrees | Portland | OR | 03/2016 | 02/2017 |
| Morgan Stanley Smith Barney Llc | Coos Bay | OR | 04/2018 | Present |
| Self-Employed/Job Hunting | Portland | OR | 12/2017 | 03/2018 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 10/2018 | Present |
*457975- Coos Watershed Association; Investment related-No; Coos Bay,Oregon; Environmental; Board Member, Finance Committee , Other (proprietor, partner, officer, director, employee, trustee, agent); 10/2021; During business hours: 2; After business hours: 5.5; Fundraising, Labor/Service *517376 - Oregon Department of Environmental Quality, Investment related-Yes; Portland, Oregon; Government; Advisory Board, Member, Equity Advisory Committee, (proprietor, partner, officer, director, employee, trustee, agent); 10/2022; During business hours: 1; After business hours:2, Labor/Service *489066 - Southwestern Oregon Community College; Investment related No; Coos Bay, Oregon; Public Schools; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); 03/2023 ; During business hours: 0; After business hours: 0.5; Labor or Service. *552876 - McKeown Music ; Investment related - Yes ; Coos Bay, Oregon ; Art/Culture ; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent) ; 7/2023 ; During business hours : 0 ; After business hours : 20 ; Musician - performing, writing *589939 - Southwestern Community College Foundation; Investment Related - No; Coos Bay, Oregon; Education; Board Member(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 06/2024; During Business Hours: 1; After Business Hours: 1; Labor/Service, Other *660334- Burgundy Ridge, LLC; Investment related: Yes; Portland, Oregon; Investment in undeveloped land (real estate) ; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 12/2025; During business hours: 0; After business hours: 0; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-31 |
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