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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-10-13 |
| CA | RA | APPROVED | 2019-07-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nms Capital Advisors, Llc | Beverly Hills | CA | 06/2018 | 07/2018 |
| Nms Capital Asset Management, Inc. | Beverly Hills | CA | 06/2018 | 07/2018 |
| Silicon Valley Bank | Napa | CA | 05/2016 | 04/2018 |
| Global Investment Management | Napa | CA | 06/2018 | 05/2019 |
| Morgan Stanley | Napa | CA | 06/2019 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2019 | Present |
*678212- Marsh Holding I LLC; Investment related: Yes; Napa, California; Real Estate; Sole Proprietor/Owner:Other (proprietor, partner, officer, director, employee, trustee, agent); 03/2026; During business hours: 0; After business hours: 1; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-22 |
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