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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-12-13 |
| TX | RA | APPROVED | 2017-12-13 |
Branch Locations
55 South Lake Avenue Pasadena Towers - Tower Ii Suite 700, Pasadena, CA 91101 • United States
456 West Foothill Blvd, Claremont, CA 91711 • United States
74199 El Paseo Suite 201, Palm Desert, CA 92260 • United States
3750 University Avenue Suite 600, Riverside, CA 92501 • United States
15260 Ventura Boulevard Suite 1900, Sherman Oaks, CA 91403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Pasadena | CA | 08/2016 | 11/2017 |
| Morgan Stanley | Pasadena | CA | 11/2017 | Present |
| Morgan Stanley Private Bank, N.A. | Pasadena | CA | 11/2017 | 02/2021 |
*430589 -Real Estate; Investment related: Yes ; Monrovia, California; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 11/2020; During business hours: 0; After business hours: 1; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-09 |
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