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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2022-05-13 |
| TX | RA | APPROVED_RES | 2020-02-25 |
| CA | RA | APPROVED | 2013-08-22 |
Branch Locations
1333 North California Boulevard Suite 133, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Walnut Creek | CA | 07/2013 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. BUSINESS/COMPANY; SOLE PROPRIETOR/OWNER/PARTNER; REAL ESTATE RENTAL; AS OF 09/2015; DURING BUSINESS HOURS 0; AFTER BUSINESS HOURS 1; REAL ESTATE OWNER 2. REAL ESTATE, OWNER OF RENTAL CONDO; START DATE: 09/2015; DURING BUSINESS HOURS- .1, AFTER BUSINESS HOURS- 1; WALNUT CREEK, CA *414211 - Rental Income; Investment related Yes; Truckee, CA; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); Nov 2020; During business hours: 0; After business hours: 02; Owner/Operator.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-25 |
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