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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-02-20 |
| CA | RA | APPROVED | 2013-10-24 |
Branch Locations
3562 Round Barn Circle 1St Floor, Santa Rosa, CA 95403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Santa Rosa | CA | 08/2013 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*469058- Trust; Investment related Yes; Santa Rosa, California; Trust; Trustee/Co-Trustee; 12/2021; During business hours: 3; After business hours: 0; *691402- Rental Property; Investment related: Yes; Santa Rosa, California; Rental Property; Property Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2026; During business hours: 0; After business hours: 1; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-24 |
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