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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 | 2017-09-05 |
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 |
|---|---|---|---|---|
| Ubs Financial Services Inc | San Francisco | CA | 04/2016 | 09/2017 |
| Morgan Stanley | Palo Alto | CA | 09/2017 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 10/2017 | Present |
* 592861 - The Infinitum Group; Investment related -Yes; San Francisco, California; Personal holding company; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 05/2024; During business hours: 0; After business hours: 5; Investment Decisions/Advice
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-06 |
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