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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-02-25 |
| CA | RA | APPROVED | 2011-09-06 |
Branch Locations
245 Lytton Avenue Suite 200, Palo Alto, CA 94301 • United States
650 Castro Street Suite 105, Mountain View, CA 94041 • 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 Smith Barney Llc | Mountain View | CA | 09/2011 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
(1) Darryl Ng Competitive BBQ; Not Investment Related; Charity / Private Foundation; Pitmaster/Chef/BBQ Judge; Start September 2011. (2) *208508- USC Marshall Alumni Association- Bay Area Chapter; Investment related: No; Los Angeles, California; Education; Board Member, Controller (proprietor, partner, officer, director, employee, trustee, agent); 04/2015; During business hours: 0; After business hours: 5; Administrative, Check Signing/Funds Disbursements, Attached copy of Position description (3) 399081 - Santa Clara County Estate Planning Council; Not Investment Related; Omaha, NE; Education, Fraternal Society; Board Member; Start June 2020; During business hours: 0; After business hours: 2; Administrative. (4) 435211 - The Santa Clara County Estate Planning Council; Not Investment Related; Omaha, Ne; Professional Organization of Financial Planners, Estate Planners, Private Fiduciaries, and Tax Advisors; Board Member, President - Officer Position; Start May 2021; During business hours: 0; After business hours: 5; Administrative, Accounting/Bookkeeping. (5) 481290 - Certified Financial Planner Board of Standards, Inc.; Not Investment Related; Washington, DC; Education; Volunteer exam question writer; Start January 2022; During business hours: 0; After business hours: 1. (6) 502673 - Certified Financial Planner Board of Standards, Inc.; Not Investment Related No; Washington, DC; Professional Association; Board Member; Start January 2023; During business hours: 8; After business hours: 0.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-19 |
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