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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2015-05-05 |
| CA | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED_RES | 2009-06-01 |
Branch Locations
555 California Street Pwm, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | San Francisco | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*588729- Homer Hills LLC; Investment related: Yes; Mill Valley, California; Agriculture, Recreation; Member (proprietor, partner, officer, director, employee, trustee, agent); 05/2024; During business hours: 0; After business hours: 10; member of llc *588873- Big Mossy LLC; Investment related: Yes; Condon, Oregon; Agriculture, Recreation; Member (proprietor, partner, officer, director, employee, trustee, agent); 05/2024; During business hours: 0; After business hours: 10; passive role as an member
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 1989-01-25 |
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