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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-11-16 |
| TX | RA | APPROVED | 2017-11-16 |
Branch Locations
4350 La Jolla Village Drive Suite 1000, San Diego, CA 92122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego | CA | 09/2015 | 09/2017 |
| Bank Of America, N.A. | San Diego | CA | 12/2015 | 09/2017 |
| Morgan Stanley | San Diego | CA | 11/2017 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 12/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-13 |
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