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15 W. Carrillo Street Suite 100, Santa Barbara, CA 93101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
15 W. Carrillo Street Suite 100, Santa Barbara, CA 93101 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Montecito | CA | 05/2014 | 09/2016 |
| Bank Of America, N.A. | Montecito | CA | 05/2014 | 09/2016 |
| Morgan Stanley | Santa Barbara | CA | 09/2016 | 06/2022 |
| Morgan Stanley Private Bank, National Association | New York | NY | 12/2016 | 06/2022 |
| Duran Capital Management, Llc | Santa Barbara | CA | 06/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2016 | 06/2022 |
*305815 - Standing Together To End Sexual Assault; Investment related No; Santa Barbara, CA; Social service and counceling; Board Member (proprietor, partner, officer, director, employee, trustee, agent); May 2015; After business hours: 0.05 * 407094 - Montecito Union School Board; Investment related No; Santa Barbara, CA; Public Schools; Board Member (proprietor, partner, officer, director, employee, trustee, agent); Dec 2020; During business hours: 0; After business hours: 2; Check Signing/Funds Disbursements
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-16 |
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