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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-10-24 |
| WA | RA | APPROVED | 2009-06-01 |
Branch Locations
717 West Sprague Avenue Suite 500, Spokane, WA 99201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Spokane | WA | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
* 524640 - POA; Investment related: Yes; Spokane, Washington; POA; 11/2022; During business hours: 0; After business hours: 2; *610493 - PCKKW Investments, LLC; Investment Related - Yes; Spokane, Washington; Investment/Finance/Banking; Partner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 09/2024; During Business Hours: 0; After Business Hours: 1; Investment Decisions/Advice.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 1987-04-30 |
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