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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-12-10 |
| TX | RA | APPROVED | 2020-12-10 |
Branch Locations
9665 Wilshire Boulevard Suite 600, Beverly Hills, CA 90212 • United States
San Diego, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services, Inc. | Beverly Hills | CA | 03/2016 | 01/2017 |
| Ubs Financial Services, Inc. | Beverly Hills | CA | 01/2017 | 12/2020 |
| Morgan Stanley Smith Barney Llc | Beverly Hills | CA | 12/2020 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2021 | Present |
*420596 : PIHRA West Los Angeles Chapter ; Investment related : No ; GARDENA ; California ; Civic/Community ; Officer (non-board member)(proprietor, partner, officer, director, employee, trustee, agent) ; 5/2022 ; During business hours : 5 ; After business hours : 0 ;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-10 |
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