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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-08-06 |
| TX | RA | APPROVED_RES | 2010-09-15 |
Branch Locations
28202 Cabot Road Suite 500, Laguna Niguel, CA 92677 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Laguna Niguel | CA | 05/2010 | Present |
| Morgan Stanley Private Bank, N.A. | Scottsdale | AZ | 05/2010 | 07/2020 |
*672821- Rettig Rentals LLC; Investment related: No; Irvine, California; Automotive/Transportation; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2026; During business hours: 0; After business hours: 10; Owner LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-29 |
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