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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-18 |
| WA | RA | APPROVED | 2025-09-18 |
Branch Locations
724 Columbia Street Northwest Suite 350, Olympia, WA 98501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tacoma Golf & Country Club | Tacoma | WA | 09/2018 | 08/2019 |
| Unemployed | Puyallup | WA | 12/1999 | 09/2018 |
| D.A. Davidson & Co. | Seattle | WA | 05/2024 | 08/2025 |
| Pacific Lutheran University | Tacoma | WA | 08/2018 | 07/2022 |
| Unemployed | Puyallup | WA | 07/2022 | 05/2024 |
| Morgan Stanley | Olympia | WA | 09/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-18 |
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