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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2026-01-21 |
| TX | RA | APPROVED_RES | 2020-02-25 |
| CA | RA | APPROVED | 2015-01-16 |
Branch Locations
Sunnyvale, CA • United States
20400 Stevens Creek Boulevard Suite 350, Cupertino, CA 95014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Cupertino | CA | 06/2014 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-15 |
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