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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
*492764 - Trust; Investment related - Yes; Hobe Sound, Florida; 07/2007; During business hours: 1; After business hours: 0 *526483 - Belvedere Finance Committee; Investment related No; Belvedere, California; Other; Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 11/2022 ; During business hours: 1; After business hours: 0; Investment Decisions/Advice. *589190 - Big Mossy LLC; Investment related - Yes; Condon, Oregon; Agriculture: Recreation ; LLC member(proprietor, partner, officer, director, employee, trustee, agent) ; 4/2024 ; During business hours : 1 ; After business hours : 0 ; LLC member
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-04 |
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