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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-02-12 |
| CA | RA | APPROVED | 2017-04-25 |
Branch Locations
24300 Town Center Dr. Suite 200, Valencia, CA 91355 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Valencia | CA | 02/2017 | Present |
| Valencia High School | Valencia | CA | 08/2016 | 02/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 04/2017 | Present |
*561103 - Santa Clarita Sheriff's Foundation ; Investment related - No ; Santa Clarita, California ; Civic/Community ; Board Member(proprietor, partner, officer, director, employee, trustee, agent) ; 8/2023 ; During business hours : 0 ; After business hours : 5 ; Labor/Service: Business Development/Growth: Administrative: Marketing: Fundraising *690757 - Henry Mayo Newhall Hos; Investment related: No; Valencia; California; Hospital/Healthcare; Finance Committee (proprietor, partner, officer, director, employee, trustee, agent) ; 05/2026 ; During business hours : 1 ; After business hours : 0 ;Administrative, Other
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-25 |
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