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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-04-16 |
| TX | RA | APPROVED | 2024-04-12 |
Branch Locations
433 N Camden Dr 9Th & 12Th Fls, Beverly Hills, CA 90210 • 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 | Los Angeles | CA | 09/2014 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
| Wells Fargo Clearing Services, Llc | Beverly Hills | CA | 04/2024 | Present |
1) CHASE FOUNDATION: NON INVESTMENT RELATED; ENCINO, CA; BOARD OF DIRECTORS; START DATE 9/3/2012; 1 MEETING PER YEAR AND A GOLF TOURNMENT; 0 HOURS DURING TRADING. 2) RENTAL PROPERTY; INV. RELATED; MALIBU, CA; 100% OWNERSHIP; START DATE 1/2/2017; 0 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-10 |
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