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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-01-18 |
| TX | RA | APPROVED | 2009-06-01 |
Branch Locations
24300 Town Center Dr. Suite 200, Valencia, CA 91355 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Valencia | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
*518201- Estate; Investment related-Yes; Valencia, California;07/2019; During business hours: 5; After business hours: 0 *518204- Estate; Investment related-Yes; Valencia, California;02/2020; During business hours: 5; After business hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-27 |
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