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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-03-03
CA RA APPROVED 2019-11-19
NJ RA APPROVED 2015-07-06
  • TX RA
    APPROVED_RES
    Since 2020-03-03
  • CA RA
    APPROVED
    Since 2019-11-19
  • NJ RA
    APPROVED
    Since 2015-07-06

Branch Locations

1321 Osos Street Suite 210, San Luis Obispo, CA 93401 • United States

San Luis Obispo, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley San Luis Obispo CA 04/2015 Present
Morgan Stanley Private Bank, National Association New York NY 09/2015 Present
  • 04/2015 → Present
    San Luis Obispo, CA
  • 09/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Other Businesses

*331234 - Platt + Matter ; Investment related - No ; San Luis Obispo,California ; Art/Culture ; Wife / Occasional Designer(proprietor, partner, officer, director, employee, trustee, agent) ; 11/2017 ; During business hours : 0 ; After business hours : 0 ; Occasional Designer

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-07-02
  • S66 Uniform Combined State Law Examination
    2015-07-02
Other Names
  • Chandra Platt

View on SEC IAPD

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