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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-08-24 |
| CA | RA | APPROVED | 2025-08-21 |
| TX | RA | APPROVED | 2025-08-20 |
Branch Locations
5390 Kietzke Lane Suite 200, Reno, NV 89511 • United States
2 Theatre Square Suite 322, Orinda, CA 94563 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Reno | NV | 06/2004 | 08/2025 |
| Bank Of America, N.A. | Reno | NV | 06/2011 | 08/2025 |
| Morgan Stanley Smith Barney Llc | Reno | NV | 08/2025 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 09/2025 | Present |
(1) *672789 - Palisades Tahoe Ski Resort; Investment related: No; Olympic Valley, California; Recreation; Employee (proprietor, partner, officer, director, employee, trustee, agent); 03/1972; During business hours: 0; After business hours: 10; Coach *672793 - Chanonix Rental; Investment related: Yes; Truckee, California; Real Estate; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 1/2001; During business hours: 0; After business hours: 1; Property Management (3)*672795 - 4507 Herons Laning; Investment related: Yes; Reno, Nevada; Rental Property; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 9/2011; During business hours: 0; After business hours: 1; Property Management (4) 672796 - Liam 7 / Investment Related / Reno, NV / Investment in a Legal Entity (LLC, LP, etc.) / Start 30-October-2019 / 0 hours / Purchase, lease back and sell 7 residential building lots.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 2003-12-18 |
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