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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-10-18 |
| TX | RA | APPROVED | 2017-10-18 |
Branch Locations
1333 North California Boulevard Suite 133, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs | Walnut Creek | CA | 11/2015 | 10/2017 |
| Morgan Stanley | Walnut Creek | CA | 10/2017 | Present |
1. *479710- Trust; Investment related Yes; Dublin, California; Trust; Trustee/Co-Trustee; 09/2021; During business hours: 0; After business hours: 0; Estate Administration 2.*479693- Trust; Investment related -Yes; Stockton, California; Successor Trustee; 10/2021; During business hours: 0; After business hours: 0;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-30 |
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