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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-03-23 |
| OR | RA | APPROVED | 2009-06-01 |
Branch Locations
705 Sw Bonnett Way Suite 1200, Bend, OR 97702 • 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 Smith Barney Llc | Bend | OR | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
1- TEACHER: CENTRAL OREGON COMMUNITY COLLEGE. 2- INSTRUCTOR WITH THE CENTRAL OREGON COMMUNITY COLLEGE. 3- TO SERVE AS BOARD MEMBER OF J BAR J YOUTH SERVICES (THE "ENTITY"). PRIVATE COMPANY-J BAR J YOUTH SERVICES-EFFECTIVE 01/2006- .5 HOURS-THERE IS A SMALL ACCOUNT HERE FOR STOCK DOANTIONS AND THAT RARELY HAPPENS.-I HAVE BEEN ON THE EXECUTIVE BOARD SINCE 2006 AND HAVE BEEN NOMINATED AND APPROVED AS CHAIRMAN OF THE BOARD FOR THE NEXT TWO YEARS, SO I WANTED TO UPDATE MY OBI WITH THE NEW BOARD TITLE. *693975 - McKEnzie Family Trust; Investment related: Yes; Bend, Oregon; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2026; During business hours: 0; After business hours: 0; Landlord
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 1986-12-16 |
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