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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-25 |
| CA | RA | APPROVED | 2024-09-13 |
Branch Locations
9665 Wilshire Boulevard Suite 600, Beverly Hills, CA 90212 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Beverly Hills | CA | 10/2014 | 09/2024 |
| Bank Of America, N.A. | Beverly Hills | CA | 11/2014 | 09/2024 |
| Morgan Stanley Smith Barney Llc | Beverly Hills | CA | 09/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2024 | Present |
Rental Property / Investment Related / Beverly Hills, CA / Start 21-November-2017 / 2 hours devoted per month / 0 during trading hours. *638066- Rental Property; Investment related: Yes; Los Angeles, California; Rental Property; I am the propery owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2025; During business hours: 1; After business hours: 1; As the owner I will oversee the property management company and compensate them throught the rental income *684091 - Cristiano Castellini Trust; Investment Related - Yes; Beverly Hills, California; Rental Property; property owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2018; During Business Hours: 1; After Business Hours: 0; As the owner I will oversee the property management company and compensate them throught the rental income.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-01-05 |
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