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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-11 |
| CA | RA | APPROVED | 2009-06-01 |
Branch Locations
100 Wilshire Boulevard Suite 1900, Santa Monica, CA 90401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Santa Monica | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1.GROUP WURX INSURANCE, LTD; SET UP AN INSURANCE PROGRAM FOR HOMEOWNERS TO INSURE THE SEWER LINE FROM THE STREET TO THE HOUSE; BOARD MEMBER; 01/2013 *571239 - RB SMLLC; Investment related-Yes; TORRANCE, California; Real Estate; Authorized person (proprietor, partner, officer, director, employee, trustee, agent); 03/2022; During business hours: 0; After business hours: 0; Other *583598- Four Grand Bears, LLC; Investment related: Yes; TORRANCE, California; Real Estate; Member (proprietor, partner, officer, director, employee, trustee, agent); 02/2024; During business hours: 0; After business hours: 0.5; Other *583596 - SAB Associates; Investment related-Yes; TORRANCE, California; Real Estate; Authorized person (proprietor, partner, officer, director, employee, trustee, agent); 02/2024; During business hours: 0; After business hours: 1; Investment Decisions/Advice
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-09-25 |
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