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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2009-06-01 |
| NM | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED_RES | 2009-06-01 |
Branch Locations
6565 Americas Parkway Suite 400, Albuquerque, NM 87110 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Albuquerque | NM | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
2. Canon Bonita Ranch, LLC; Investment related Yes; Ranching business; Vice President (proprietor, partner, officer, director, employee, trustee, agent); Jan 1978; During business hours: 0; After business hours: 0 3.Walk in Wills; Investment related: No; Estate Planning; (proprietor, partner, officer, director, employee, trustee, agent); Mar 2019; During business hours: 1; After business hours: 2; 4. Trust; Investment related Yes; Trustee/Co-Trustee (proprietor, partner, officer, director, employee, trustee, agent); Jan 2020; During business hours: 1; After business hours: 0. 5. Trust; Investment related Yes; Trustee/Co-Trustee (proprietor, partner, officer, director, employee, trustee, agent); Jan 2020; During business hours: 1; After business hours: 0. * 388113 - Trust; Investment related Yes; Trustee/Co-Trustee (proprietor, partner, officer, director, employee, trustee, agent); Jan 2020; During business hours: 1; After business hours: 0. *96419 - Rio Grande Food Project; Investment related No; Albuquerque, NM; Charitable; Board Member, Finance Committee, Other (proprietor, partner, officer, director, employee, trustee, agent); May 2021; During business hours: 1; After business hours: 3; Accounting/Bookkeeping, Business Development/Growth, Fundraising. *619355 - The Eklund Fund, LLC; Investment Related - Yes; Albuquerque, New Mexico; Agriculture, Construction/Engineering, Investment/Finance/Banking, Real Estate, Rental Property, Art/Culture; Partner, Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 02/2025; During Business Hours: 1; After Business Hours: 7; Administrative, Business Development/Growth, Property Management, Investment Decisions/Advice. *656636- The Eklund Fund - Venture II, LLC; Investment related: Yes; Albuquerque, New Mexico; Rental Property, Real Estate; Partner, Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2025; During business hours: 0; After business hours: 1; Business Development/Growth, Investment Decisions/Advice, Property Management, Administrative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 1986-08-01 |
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