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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-07 |
| OR | RA | APPROVED | 2024-12-06 |
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 | 09/2024 | Present |
| Underhill Financial Advisors | Tucson | AZ | 09/2023 | 05/2024 |
| Morgan Stanley | Lake Oswego | OR | 05/2023 | 08/2023 |
| Riverfront Investment Group | Richmond | VA | 05/2020 | 08/2020 |
| Tilly's | Tualatin | OR | 06/2021 | 09/2021 |
| Lakeridge High School | Lake Oswego | OR | 09/2016 | 06/2020 |
| University Of Arizona | Tucson | AZ | 08/2020 | 05/2024 |
| Unemployed | West Linn | OR | 05/2024 | 09/2024 |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2024 | Present |
*611393- St. Mary's Academy; Investment Related: No; Portland, Oregon; Education; Volunteer Volleyball Coach (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 08/2024; During Business Hours: 0; After Business Hours: 10; I help coach young girls in the volleyball program by teaching them specific drills and supporting them at some of their games
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-06 |
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