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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-04-16 |
| TX | RA | APPROVED | 2024-04-12 |
Branch Locations
433 N Camden Dr 9Th & 12Th Fls, Beverly Hills, CA 90210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Los Angeles | CA | 09/2014 | 04/2024 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 04/2024 |
| Wells Fargo Clearing Services, Llc | Beverly Hills | CA | 04/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
RENTAL PROPERTY, INV RELATED, OJAI, CA, 100% OWNERSHIP WITH SPOUSE, START 8/1/20, 0 HRS PER MONTH & DURING TRADING, LANDLORD; 12661HW LLC; INV RELATED; MARINA DEL REY,CA; REAL ESTATE PROPERTY;25% OWNERSHIP; START DATE: 03/18/2025; 5 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-16 |
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