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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-08 |
| CA | RA | APPROVED | 2013-12-24 |
Branch Locations
1101 5Th Avenue Suite 275, San Rafael, CA 94901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2016 | Present |
| Morgan Stanley Smith Barney Llc | San Rafael | CA | 12/2015 | Present |
* 567261 - Miller Creek School HSC (Home & School Club) Treasurer; Investment related-No; San Rafael, California; Education; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 09/2023; During business hours: 0; After business hours: 3; Treasurer
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-21 |
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