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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-08-11 |
| CA | RA | APPROVED | 2009-06-01 |
Branch Locations
5250 North Palm Avenue Suite 321, Fresno, CA 93704 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Fresno | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
2. * 424258 - Trust; Investment related Yes; Clovis, CA; Jan 2021; During business hours: 0; After business hours: 1. 4. *551758 - Rental Property; Investment related - Yes ; Clovis, California ; Rental Property ; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent) ; 5/2023 ; During business hours : 0 ; After business hours : 1 ; rental *302092- Rental property; Investment Related: Yes; clovis, California; Real Estate; owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 09/2016; During Business Hours: 0; After Business Hours: 1; mortgage holder
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-02 |
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