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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-04 |
| CA | RA | APPROVED | 2011-06-07 |
Branch Locations
411 Borel Avenue Suite 220, San Mateo, CA 94402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | San Mateo | CA | 05/2011 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2019 | Present |
*519977 - Rental Property; Investment related: Yes; Pleasant Hill, California; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 10/2022; During business hours: 0; After business hours: 0; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-12 |
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