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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2015-10-19 |
| TX | RA | APPROVED | 2015-10-16 |
Branch Locations
101 West Broadway Suite 1800, San Diego, CA 92101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | San Diego | CA | 10/2015 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 11/2015 | Present |
1.Rental property; Investment related; Rental; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Apr 2008; During business hours: 0; After business hours: 1; landlord/owner 2.*324528 - Rental Property; Investment related Yes; Rental; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Aug 2019; During business hours: 0; After business hours: 0 3.*241047 - Rental Property; Investment related - Yes; San Diego, California; Rental Property; Trustee (proprietor, partner, officer, director, employee, trustee, agent); 04/2008; During business hours: 0; After business hours: 5; Administrative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-12 |
| S66 | Uniform Combined State Law Examination | 2005-05-19 |
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