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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-11 |
| CA | RA | APPROVED | 2009-06-01 |
Branch Locations
1332 Anacapa Street 2Nd Floor, Santa Barbara, CA 93101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Santa Barbara | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*329930 - Lenox Properties Hawaii, LLC; Investment related Yes; Santa Barbara, California; Rental Property; Partner (proprietor, partner, officer, director, employee, trustee, agent); 09/2017 ; During business hours: 0; After business hours: 2; Check Signing/Funds Disbursements, Accounting/Bookkeeping.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-09 |
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