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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-03 |
| CA | RA | APPROVED | 2013-01-30 |
Branch Locations
5796 Armada Drive Suite 200, Carlsbad, CA 92008 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Department Of Defense | Mountain View | CA | 12/2010 | Present |
| Morgan Stanley | Carlsbad | CA | 12/2012 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
686359- Discovery Channel; Investment related: No; Universal City, California; Other; Other - Filming Subject (proprietor, partner, officer, director, employee, trustee, agent); 05/2026; During business hours: 15; After business hours: 0; subject of episode
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-29 |
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