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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-06-01 |
| WA | RA | APPROVED | 2009-06-01 |
Branch Locations
1701 Southeast Columbia River Drive Suite 120, Vancouver, WA 98661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co., Incorporated | Vancouver | WA | 04/2007 | Present |
| Morgan Stanley Smith Barney | Vancouver | WA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. CROSSROADS COMMUNITY CHURCH; NOT-INVESTMENT RELATED; VANCOUVER/WA; CHARITY; TITLE: DIRECTOR; START DATE: 08/2014; DURING BUSINESS HOURS - 0.5; AFTER BUSINESS HOURS - 0.5. 2.*494026 - Long Tails, LLC; Investment related -Yes; Vancouver, Washington; Real Estate; Officer (proprietor, partner, officer, director, employee, trustee, agent); 04/2022; During business hours: 0; After business hours: 1; Administrative *52330- Fat Tails LLC; Investment Related: No; Vancouver, Washington; Real Estate; Officer (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 06/2010; During Business Hours: 0; After Business Hours: 1; Administrative *692354- Light Tails, LLC; Investment related: Yes; Vancouver, Washington; Rental Property; Officer (proprietor, partner, officer, director, employee, trustee, agent); 05/2026; During business hours: 0; After business hours: 1; Administrative:Property Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 1987-10-01 |
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