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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-09-01 |
| MN | RA | APPROVED | 2013-11-14 |
| TX | RA | APPROVED_RES | 2010-09-17 |
Branch Locations
4309 Hacienda Drive Suite 200, Pleasanton, CA 94588 • 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 Llc | Pleasanton | CA | 07/2010 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
RENTAL PROPERTY; CO-OWNER; INVESTMENT RELATED;START DATE:08/2011;DURING BUSINESS HOURS-0;AFTER BUSINESS HOURS-2; Milpitas, CA 95035; San Diego, CA 92106; 2.Misnomer Inc.; Investment related: No; Brooklyn, NY; Charity / Private Foundation; Board member, Treasurer(proprietor, partner, officer, director, employee, trustee, agent); Jan 2015; During business hours: 0; After business hours: 1; *695180 - Rental Property; Investment Related - Yes; Dublin, California; Real Estate; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 06/2026; During Business Hours: 0; After Business Hours: 1; Property Management
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-09-23 |
| S65 | Uniform Investment Adviser Law Examination | 2001-09-17 |
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