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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-02-24 |
| WA | RA | APPROVED | 2009-06-01 |
Branch Locations
724 Columbia Street Northwest Suite 350, Olympia, WA 98501 • United States
Olympia, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Olympia | WA | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
(1) Blown Income Racing LLC; Not Investment Related; Olympia, WA; Owner; Start May 2018; During business hours: 2; After business hours: 18; Owner of Hydroplane Team. (2) 393019 - Grand Prix America Hydroplanes LLC; Not Investment Related; Olympia, WA; Recreation; Secretary and Treasurer; Start March 2020; During business hours: 1; After business hours: 4; Administrative, Check Signing/Funds Disbursements, Accounting/Bookkeeping. (3) 624362 - Linn Real Estate Thomas LLC; Investment Related; Olympia, WA; Rental Property; Sole Proprietor/Owner; Start January 2025; During business hours: 0; After business hours: 1; Accounting/Bookkeeping, Check Signing/Funds Disbursements, Investment Decisions/Advice, Property Management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-04 |
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