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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-24 |
| CA | RA | APPROVED | 2009-06-01 |
Branch Locations
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 Smith Barney | Santa Cruz | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*660324 - Cabrillo College located in Aptos California; Investment related: No; Aptos, California; Education; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 09/2025; During business hours: 0; After business hours: 8; Lead instructor Introduction to smart investments *661131- Cabrillo College Retirement Course; Investment related: No; Aptos, California; Education; Lead Instructor (proprietor, partner, officer, director, employee, trustee, agent); 03/2026; During business hours: 0; After business hours: 6; teach class
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-22 |
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