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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2022-09-06 |
| CT | RA | APPROVED | 2017-04-03 |
| TX | RA | APPROVED | 2016-02-01 |
Branch Locations
1441 West Ute Boulevard Suite 180, Park City, UT 84098 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Park City | UT | 01/2016 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 03/2016 | Present |
1. MIRANDA & MIRANDA, A LAW FIRM IN MANAGUA, NICARAGUA OWNED BY MY FAMILY, WHERE I HAVE BEEN ASKED TO BE A PASSIVE DIRECTOR 2. Rental Property; Investment related; Guatemala; property rental; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Jan 2020; During business hours: 0; After business hours: 0.1; Rent the apartment. Collect Rent. Order Repairs as needed. *521143 - Rental Property; Investment related: Yes; Midway, Utah; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 11/2022; During business hours: 0; After business hours: 2; Property Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-01 |
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