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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2024-01-16 |
| TX | RA | APPROVED_RES | 2013-06-27 |
| CA | RA | APPROVED | 2011-12-01 |
Branch Locations
15260 Ventura Boulevard Suite 1800, Sherman Oaks, CA 91403 • United States
25129 The Old Road Suite 205, Stevenson Ranch, CA 91381 • 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 & Co., Incorporated | Valencia | CA | 04/2007 | Present |
| Morgan Stanley Smith Barney | Valencia | CA | 06/2009 | Present |
| Ubs Financial Services Inc. | Encino | CA | 11/2011 | Present |
EQUITY STRETCH INVESTMENTS LLC / 28212 KELLY JOHNSON PARKWAY, SUITE 150 VALENCIA,CA 91355 / OTHER/ REAL ESTATE / RENTAL PROPERTY / OTHER / MANAGING MEMBER / PURCHASE REAL ESTATE AND LANDLORD DUTIES / START DATE 10/1/2014 Gustav Investment, LLCUnited States,United States,OtherLLCOtherNo industryNone LLC holds the boat,Proprietor / owner, Start date 4/14/2026
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-07-02 |
| S65 | Uniform Investment Adviser Law Examination | 1998-07-02 |
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