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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-02-11 |
| CA | RA | APPROVED | 2009-06-01 |
Branch Locations
21250 Hawthorne Boulevard Suite 650, Torrance, CA 90503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Woodland Hills | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*432523 - Brian Marshall and Kimberly Marshall JTWROS; Investment related - Yes; Goleta; California; Real Estate; Co-owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2021; During business hours: 0; After business hours: 1; Property Management *464384 - Rental Property; Investment related - Yes; Goleta, California; Real Estate; I'll be co-owner with my spouse, JTWROS(proprietor, partner, officer, director, employee, trustee, agent); 12/2021; During business hours: 0; After business hours: 1; Property Management *590319 - Rental Property- 6819 Fortuna ; Investment related - Yes ; Goleta, California ; Rental Property ; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent) ; 4/2024 ; During business hours : 0 ; After business hours : 1 ; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-08-01 |
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