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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-12-08 |
| CA | RA | APPROVED | 2016-08-30 |
Branch Locations
20400 Stevens Creek Boulevard Suite 350, Cupertino, CA 95014 • United States
Fremont, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Cupertino | CA | 04/2016 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 05/2016 | Present |
1. I*85933 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: INVESTMENT PROPERTY INVESTMENT RELATED: N ADDRESS OF BUSINESS: FREMONT, CALIFORNIA 94538 NATURE OF BUSINESS: TRUST, POSITION, TITLE, ASSOCIATION: TRUSTEE, START DATE OF RELATIONSHIP: 2/1/2004 NUMBER OF HOURS DEVOTED: 10 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: OWNER OF THE INVESTMENT PROPERTY WITH HUSBAND HELD IN A TRUST *341924 - Rental Property; Investment related: Yes; Fremont, California; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2003; During business hours: 0; After business hours: 1; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-30 |
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