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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-11-14 |
| TX | RA | APPROVED | 2023-11-14 |
Branch Locations
1111 Prospect Street, La Jolla, CA 92037 • United States
4309 Hacienda Drive Suite 200, Pleasanton, CA 94588 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | La Jolla | CA | 09/2013 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2009-01-13 |
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