James H. Bennett

Current Employers

Employment History

• 06/2009 → Present
  Morgan Stanley Smith Barney
  Honolulu, HI
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2005-07-18 → 2009-06-01
  Morgan Stanley & Co. Llc
  San Francisco, CA
  San Francisco, CA
  Honolulu, HI

Other Businesses

1. JAMES & HOPE BENNETT; RENTAL PROPERTY; SF, CA; NO TIME SPENT DURING AND AFTER BUSINESS; OWNER, CO-OWNER; 08/2008** 2. Yoshio & Yasuko Ekimoto Irrevcable Trust, Yes, Honolulu, HI, 1/3 owner of the real estate investment, Sole trustee, 09/2015, NA, I inherited a piece of property (address: 847 Olokele Street | Honolulu, HI 96816) upon the passing of my Aunt and Uncle. The terms of the trust called for me to inherit it through an irrevocable trust where I am the sole trustee and beneficiary. I will be receiving periodic cash distributions from the rental income that the property generates. *246240- 847 Olokele LLC; Investment related Yes; Honolulu, Hawaii; Real Estate; Manager (proprietor, partner, officer, director, employee, trustee, agent); 09/2021; During business hours: 0; After business hours: 0;

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-07-16
• S63 Uniform Securities Agent State Law Examination
  2000-12-02