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7816 Ivanhoe Ave Ste 10, La Jolla, CA 92037 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-09-06 |
Branch Locations
7816 Ivanhoe Ave. Ste #10, La Jolla, CA 92037 • United States
Bonita, CA • United States
7816 Ivanhoe Ave Ste 10, La Jolla, CA 92037-4535 • UNITED STATES
2 disclosure categories 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 | San Diego | CA | 06/2009 | 08/2024 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 08/2024 |
| Private Portfolio, Inc | La Jolla | CA | 08/2024 | Present |
*574327- Media Arts Center San Diego; Investment related: No; San Diego, California; Children/Youth, Education, Art/Culture; Board Member, Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 01/2023; During business hours: 1; After business hours: 4; General guidance and advice to management -- NO financial advice or decision-making on finances.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-27 |
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