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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2011-02-22 |
| TX | RA | APPROVED | 2011-02-18 |
Branch Locations
245 Lytton Avenue Suite 200, Palo Alto, CA 94301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Palo Alto | CA | 02/2011 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. PRIVATE COMPANY; NO NAME FOR ENTITY; AS OF 06/2014; PURCHASE OF RENTAL PROPERTY; DURING BUSINESS HOURS 0 AFTER BUSINESS HOURS 0. *592997- Five Star Equestrian; Investment related: No; Pleasanton, California; Equestrian; Owner of a Horse (proprietor, partner, officer, director, employee, trustee, agent); 05/2024; During business hours: 0; After business hours: 0; None *593129- Johnburg Ventures; Investment related: No; Pleasanton, California; Leasing a Horse; Partner (proprietor, partner, officer, director, employee, trustee, agent); 05/2024; During business hours: 0; After business hours: 0; Other
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-03 |
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