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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-09-13 |
Branch Locations
433 N Camden Dr 9Th Fl, Beverly Hills, CA 90210 • United States
Encino, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Beverly Hills | CA | 01/2012 | 09/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 09/2019 |
| Wells Fargo Clearing Services, Llc | Beverly Hills | CA | 09/2019 | Present |
CO-TRUSTEE FOR BROTHER'S TRUST, INV RELATED, PALM DESERT, CA, START: 9/30/2019, 0 HRS/MONTH, 0 HRS DURING TRADING.; BRADLEY KRESHEK 2023 IRREVOCABLE TRUST; INV. RELATED; ENCINO,CA; CO-TRUSTEE; START DATE 03/10/2023; 1 HR PER MONTH, 0 HRS DURING TRADING. RENTAL PROPERTY - 16650; INV RELATED; ENCINO,CA; PRIMARY RESIDENCE.;100% OWNERSHIP; START DATE: 01/13/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-09-08 |
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