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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-02-19 |
| CO | RA | APPROVED | 2016-09-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Davidson Fixed Income Management, Inc. | Denver | CO | 02/2006 | 09/2016 |
| D.A. Davidson & Co. | Denver | CO | 01/2005 | 09/2016 |
| Morgan Stanley | Denver | CO | 09/2016 | 11/2016 |
| Morgan Stanley | Boulder | CO | 11/2016 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 12/2016 | Present |
*543613- TerreneX LLC; Investment related-Yes; Boulder, Colorado; Agriculture; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 03/2023; During business hours: 0; After business hours: 10; Farm
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-18 |
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