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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-02-25 |
| CA | RA | APPROVED | 2009-06-01 |
Branch Locations
5250 North Palm Avenue Suite 321, Fresno, CA 93704 • 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 | Fresno | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
*485424 - SIMONIAN FARMS; Investment related No; FRESNO, California; Agriculture, Retail/Online Stores; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); 07/2022; During business hours: 0; After business hours: 20; Accounting/Bookkeeping * 492138 - Rental Property; Investment related Yes; Freso, California; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 02/2022; During business hours: 0; After business hours: 1; Property Management *541581 - SIMONIAN FARMS; Investment related No; FRESNO, California; Retail/Online Stores; Advisory Board, Officer (proprietor, partner, officer, director, employee, trustee, agent); 02/2023; During business hours: 0; After business hours: 10; Check Signing/Funds Disbursements.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-22 |
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