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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-09-06 |
| TX | RA | APPROVED | 2024-09-06 |
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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Encino | CA | 12/2008 | 09/2024 |
| Morgan Stanley Smith Barney Llc | Valencia | CA | 09/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2024 | Present |
*614681- Rental Property; Investment related: Yes; Stevenson Ranch, California; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 03/2004; During business hours: 0; After business hours: 1; Passive Ownership *614682- Rental Property; Investment related: Yes; Valencia, California; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 04/2013; During business hours: 0; After business hours: 1; Passive Ownership
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-10 |
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