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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED | 2009-06-01 |
Branch Locations
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 | San Francisco | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2024 | Present |
*690509- Rental Property; Investment related: Yes; Alameda, California; Rental Property ; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 02/2025; During business hours: 0; After business hours: 0; I own the rental property. I have outsourced all other duties to a rental management company
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-26 |
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