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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-02-24 |
| OR | RA | APPROVED | 2018-06-21 |
| HI | RA | APPROVED | 2009-06-01 |
Branch Locations
733 Bishop Street Suite 2800, Honolulu, HI 96813 • United States
Portland, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co., Incorporated | Honolulu | HI | 04/2007 | Present |
| Morgan Stanley Smith Barney | Honolulu | HI | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. *455097- The Investment Integration Project (TIIP); Investment related -No; Brookline, Massachusetts; Consulting; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); 11/2021; During business hours: 0; After business hours: 2; General Strategic Insights. *690215- Daylight Advisors; Investment related: Yes; Berkeley, California; Consulting; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); 04/2026; During business hours: 2; After business hours: 2; Business Development/Growth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-19 |
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