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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-12-01 |
| CA | RA | APPROVED | 2023-10-12 |
Branch Locations
1999 Harrison Street Suite 2200, Oakland, CA 94612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Advisory Group Of San Francisco | San Francisco | CA | 04/2005 | 06/2020 |
| The Advisory Group Of San Francisco, Llc | San Francisco | CA | 06/2020 | 10/2023 |
| Morgan Stanley Smith Barney Llc | Oakland | CA | 10/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2024 | Present |
*571780- Launchpad; Investment related: No; Piedmont, California; Consulting; Speaker (proprietor, partner, officer, director, employee, trustee, agent); 01/2019; During business hours: 0; After business hours: 1; Speaker on financial literacy topics for high school seniors
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-27 |
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