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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 | 2015-01-22 |
Branch Locations
1478 Stone Point Drive Suite 500, Roseville, CA 95661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Roseville | CA | 11/2014 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 02/2015 | Present |
2.*493369- Trust; Investment related -Yes; Danville, California; Successor Role; 01/2022; During business hours: 0; After business hours: 0; 3. *548797 - Del Oro Band; Investment related No; Loomis, California; Public Schools; Booster Board, Vice President (proprietor, partner, officer, director, employee, trustee, agent); 07/2023 ; During business hours: 1; After business hours: 19; Administrative, Fundraising.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-22 |
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