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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-19 |
| CA | RA | APPROVED | 2009-06-01 |
Branch Locations
5796 Armada Drive Suite 200, Carlsbad, CA 92008 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co. Incorporated | Carlsbad | CA | 12/2008 | Present |
| Morgan Stanley Smith Barney | Carlsbad | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
RENTAL PROPERTY/ PRIVATE INVESTMENT/0 HRS DURING OR OUTSIDE BIZ HRS/ENCINITAS, CA/ EFEFECTIVE 9/2008 *302049 - Rental property; Investment related - Yes; Encinitas, California; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 07/2012; During business hours: 0; After business hours: 0; I collect rent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-09-19 |
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