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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-09-01 |
| TX | RA | APPROVED | 2017-09-01 |
Branch Locations
411 Borel Avenue Suite 220, San Mateo, CA 94402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 10/1999 | 08/2017 |
| Bank Of America,Na | San Mateo | CA | 09/2009 | 08/2017 |
| Morgan Stanley Smith Barney Llc | San Mateo | CA | 09/2017 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 10/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-14 |
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