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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-02-25 |
| CA | RA | APPROVED | 2016-07-30 |
Branch Locations
245 Lytton Avenue Suite 200, Palo Alto, CA 94301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Palo Alto | CA | 07/2013 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 08/2019 | Present |
*543453 - Rental Property; Investment related Yes; Fremont, California; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 03/2023 ; During business hours: 1; After business hours: 0; Property Management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 2012-03-26 |
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