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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-10 |
| CA | RA | APPROVED | 2021-04-01 |
Branch Locations
2882 Sand Hill Road Suite 200, Menlo Park, CA 94025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | San Francisco | CA | 03/2009 | 03/2021 |
| Morgan Stanley | Menlo Park | CA | 03/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2023 | Present |
*490844 - Trust; Investment related Yes; Novato, California; 01/2022; During business hours: 0+; After business hours: 0 *668514 - CSU Chico - Center for Excellence in Finance; Investment related: No; Chico, California; Public Schools; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 12/2025; During business hours: 0; After business hours: 1; Labor or Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-29 |
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