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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2022-08-30 |
| TX | RA | APPROVED_RES | 2020-03-11 |
| CA | RA | APPROVED | 2015-05-04 |
Branch Locations
444 South Flower Street,34Th Floor, Los Angeles, CA 90071 • United States
Rexburg, ID • 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 |
|---|---|---|---|---|
| Morgan Stanley | Los Angeles | CA | 05/2015 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2024 | Present |
1. *455863- Estate; Investment related Yes; Rexburg, Idaho; Estate; Successor (proprietor, partner, officer, director, employee, trustee, agent); 09/2021; During business hours: 0; After business hours: 2; Estate Administration *455867- Trust; Investment related Yes; Rexburg, Idaho; Trust; Successor Trustee; 12/2021; During business hours: 5; After business hours: 0; Investment Decisions/Advice, Other *707669- Grand Teton Energy Systems; Investment related: No; Rexburg, Idaho; Build build high-performance lithium iron battery solutions for OEMs, dealerships, and businesses worldwide; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); 08/2026; During business hours: 0; After business hours: 12; Business Development/Growth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1997-12-11 |
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