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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-18 |
| ID | RA | APPROVED | 2017-03-31 |
Branch Locations
101 South Capitol Boulevard Suite 401, Boise, ID 83702 • United States
2 disclosure categories 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 Llc | Boise | ID | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
1. SANTANA RANCH LLC; CATTLE RANCH; SAN MATEO, CA; MANAGEMENT; 1 HOUR AFTER BUSINESS; 0 DURING BUSINESS; 12/2012 *634818- Dixon Family Ventures; Investment related-Yes; Boise, Idaho; Agriculture, Real Estate; Officer (proprietor, partner, officer, director, employee, trustee, agent); 04/2025; During business hours: 0; After business hours: 10; Administrative, Accounting/Bookkeeping, Investment Decisions/Advice, Property Management. 3. *426265 - Estate; Investment related - Yes; Hillsborough, California; Agent/Personal Representative; 03/2021; During business hours: 0; After business hours: 0; 4. *426256 - Trust; Investment related: Yes; LIMA, Montana; Trust; Trustee/Co-Trustee; 09/2012; During business hours: 1; After business hours: 0; Investment Decisions/Advice 5. *426272 - Trust; Investment related: Yes; LIMA, Montana; Trust; Trustee/Co-Trustee; 11/2012; During business hours: 1; After business hours: 0; 6. *169317- Santana Ranch LLC; Investment related -Yes; Boise, Idaho; Agriculture; Partner (proprietor, partner, officer, director, employee, trustee, agent); 12/2012; During business hours: 0; After business hours: 1; Property Management *634823- Santana Ranch LLC; Investment related: No; Boise, Idaho; Agriculture; Officer (proprietor, partner, officer, director, employee, trustee, agent); 04/2025; During business hours: 0; After business hours: 10; Administrative:Property Management
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-08-28 |
| S65 | Uniform Investment Adviser Law Examination | 1998-08-27 |
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