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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED_RES | 2009-06-01 |
Branch Locations
2882 Sand Hill Road Suite 200, Menlo Park, CA 94025 • United States
2725 Sand Hill Road, Menlo Park, CA 94025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co., Incorporated | Burlingame | CA | 04/2007 | Present |
| Morgan Stanley Smith Barney | Burlingame | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
* 461864 - Trust; Investment related Yes; City, State; Trust; Trustee/ Co- Trustee; 11/2021; During business hours: 2; After business hours: 0; Investment Decisions/Advice * 550795 - Burlingame Measure I Citizens Oversight Committee ; Investment related - Yes ; Burlingame, California ; Government; Oversight Committee Member(proprietor, partner, officer, director, employee, trustee, agent) ; 05/2023 ; During business hours : 0 ; After business hours : 1 ; Administrative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-29 |
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