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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-09-01 |
| WA | RA | APPROVED | 2021-09-01 |
Branch Locations
4000 Carillon Point Suite 600, Kirkland, WA 98033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellevue | WA | 08/1986 | 09/2021 |
| Bank Of America, N.A. | Bellevue | WA | 07/2011 | 09/2021 |
| Morgan Stanley Smith Barney Llc | Kirkland | WA | 09/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2021 | Present |
I*107246 For profit or not for profit: Non-Profit Organization Name of outside business organization: Temple De Hirsch Sinai Investment related: N Address of business: Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 7/3/2017 Number of hours devoted: 5 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: Non-profit is a synagogue. I will chair the Investment Committe for the Endowment Fund I*124478 For profit or not for profit: Non-Profit Organization Name of outside business organization: Temple De Hirsch Sinai Investment related: N Address of business: Seattle, Washington 98122 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 1/1/2019 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Board of Directors \ *455714- Temple De Hirsch Sinai; Investment related No; Seattle, Washington; Religious; Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 07/2017; During business hours: 0; After business hours: 1; Administrative. *493069 - JNS, LLC; Investment related - Yes; Bellevue, Washington; Real Estate; Member (proprietor, partner, officer, director, employee, trustee, agent); 10/2018; During business hours: 0; After business hours: 1;Administrative, Accounting/Bookkeeping, Check Signing/Funds Disbursements, Property Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1986-11-18 |
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