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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-11-14 |
| VA | RA | APPROVED | 2016-11-09 |
| CA | RA | APPROVED | 2011-08-04 |
| TX | RA | APPROVED | 2011-08-04 |
Branch Locations
6041 La Flecha Post Off Box 415, Rancho Sante Fe, CA 92067 • United States
6037 La Flecha Suite 200, Rancho Santa Fe, CA 92067 • United States
Scottsdale, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Rancho Santa Fe | CA | 08/2011 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
CHATEAU MORILAK VINEYARDS- PRODUCTION OF WINE- 1.0 HOURS AFTER BUSINESS- EFFECIVE DATE 03/2015 *663139- Storm Partners, LLC; Investment related-Yes; Scottsdale, Arizona; Rental Property; Partner(proprietor, partner, officer, director, employee, trustee, agent); 09/2025; During business hours: 0; After business hours: 1; Administrative. *705977 - My Book Project; Investment related - No; Scottsdale, Arizona; I wrote a book; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 07/2026; During business hours: 0; After business hours: 1; Labor/Service:Sales/Marketing:Administrative:Business Development/Growth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-06-12 |
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