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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-22 |
| CA | RA | APPROVED | 2009-06-01 |
Branch Locations
9665 Wilshire Boulevard Suite 600, Beverly Hills, CA 90212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Beverly Hills | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
3. WRITERS GUILD OF AMERICA, EMERITUS GUILD MEMBER; NO ACTIVE TIME SPENT; RESIDUAL PAYMENT RECEIVED FOR PAST WRITING PROJECTS; START DATE: 09/1986 h *532868 - TreePeople; Investment Related - No; Beverly Hills, California; Environmental; Board Member, Finance Committee, Other (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2023; During Business Hours: 3; After Business Hours: 12; Fundraising, Business Development/Growth, Other. *682663- Stay In The Game; Investment related: No; Sherman Oaks, California; Art/Culture; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 03/2026; During business hours: 2; After business hours: 8; Write and develop 6 episodes of a non-finance podcast series about remaining relevant in life
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-23 |
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