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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-04 |
| CA | RA | APPROVED | 2025-01-28 |
Branch Locations
2725 Sand Hill Road Pwm, Menlo Park, CA 94025 • United States
555 California Street Pwm, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co. Llc | San Francisco | CA | 06/2014 | 01/2025 |
| Morgan Stanley Smith Barney Llc | Menlo Park | CA | 01/2025 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-06-16 |
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