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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-03 |
| CA | RA | APPROVED | 2014-01-17 |
Branch Locations
2882 Sand Hill Road Suite 200, Menlo Park, CA 94025 • United States
2725 Sand Hill Road, Menlo Park, CA 94025 • 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 | Menlo Park | CA | 01/2014 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1.3 RESIDENTIAL RENTAL PROPERTIES; 0 DURING AND 1 OUTSIDE OFFICE HOURS; WADDELL AZ, GOODYEEAR AZ, AND FORT WORTH, TX; OWNER; INVESTMENT RELATED 360309- CH Consulting; Investment related: No; Los Gatos, California; Technology; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 12/2018; During business hours: 0; After business hours: 5; Administrative *425715- Friends of Nigeria Basketball Foundation; Investment related No; Menlo Park, California; Sports; CFO/Treasurer (proprietor, partner, officer, director, employee, trustee, agent); 02/2021; During business hours: 3; After business hours: 3; Administrative *425715 - Friends of Nigeria Basketball Foundation; Investment related No; Menlo Park, CA; Charitable; Board Member, Officer (non-board member) / Adding CFO/Treasurer title (proprietor, partner, officer, director, employee, trustee, agent); Feb 2021; During business hours: 3; After business hours: 3; Administrative. *700349- Sandhill Incline LLC; Investment related Yes; Los Gatos, California; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 06/2026; During business hours: 0; After business hours: 2; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-24 |
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