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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-11 |
| CA | RA | APPROVED | 2016-06-10 |
Branch Locations
101 West Broadway Suite 1800, San Diego, CA 92101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | San Diego | CA | 06/2016 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 06/2016 | Present |
1. Rental Property; Investment related Yes; Solana Beach, CA; Renting single family home; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); May 2019; During business hours: 0; After business hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2002-05-09 |
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