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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2009-06-01 |
| WA | RA | APPROVED | 2009-06-01 |
Branch Locations
500 108Th Avenue, North East Suite 1900, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co., Incorporated | Bellevue | WA | 04/2007 | Present |
| Morgan Stanley Smith Barney | Bellevue | WA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1)PARTIAL OWNER OF RENTAL LLC: NORTH 46TH PROPERTIES LLC: [3RD PARTY NAME] (THEY ARE MAJORITY OWNERS) I OWN 2.73970% OF THE RENTAL PROPERTY THAT WAS INHERITED FROM MY GRANDFATHER: BROKERAGE ACCOUNT NUMBERS: [ACCOUNT NO.], AND [ACCOUNT NO.] (MY ACCOUNT AND MY BROTHERS ACCOUNT): DIVIDEND CHECKS ARE RECEIVED AS FUNDS: ACCOUNT NUMBERS IN WHICH YOU SERVE AS FAR IN CONNECTION WITH THE ACTIVITY/LLC. MY ACCOUNT [ACCOUNT NO.] AND [ACCOUNT NO.]: DURATION BEFORE/AFTER WORK: 0HRS 2) 510/520 4th West Properties; Investment related; Rental property; C0-Owner; 08/2014; During business hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-28 |
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