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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED_RES | 2009-06-01 |
Branch Locations
1332 Anacapa Street 2Nd Floor, Santa Barbara, CA 93101 • 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 | Santa Barbara | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
2. Rental Property; Investment related Yes; Rental; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Jan 2008; During business hours: 0; After business hours: 0; Co-owner 3. Rental Property ; Investment Related ; San Luis Obispo, CA ; Rental ; Sole Proprietor / Owner / Partner ; Jan 2001 ; During business hours : 0 ; After business hours : 0 *657329 - Hawaiian Rental; Investment related: Yes; Honolulu, Hawaii; Rental Property; Partner (proprietor, partner, officer, director, employee, trustee, agent); 07/2025; During business hours: 0; After business hours: 0; Passive investor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-02 |
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