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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2020-08-06 |
| TX | RA | APPROVED_RES | 2009-08-17 |
| CA | RA | APPROVED | 2009-06-01 |
Branch Locations
705 Sw Bonnett Way Suite 1200, Bend, OR 97702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Carlsbad | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
*706754- A1AILabs; Investment related: No; Bend, Oregon; Technology; Orginizer (proprietor, partner, officer, director, employee, trustee, agent); 08/2026; During business hours: 0; After business hours: 20; Create AI agents, test applicable models, implement
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 1989-10-04 |
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