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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2023-11-16 |
| CA | RA | APPROVED | 2011-11-01 |
| TX | RA | APPROVED | 2011-10-28 |
Branch Locations
6004 La Madrona Drive, Santa Cruz, CA 95060 • United States
Minden, NV • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Santa Cruz | CA | 10/2011 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*539968 - Trust; Investment related: Yes; Aptos, California; Trust; Trustee/Co-Trustee; 05/2022; During business hours: 1; After business hours: 2;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-10-16 |
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