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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-04-08 |
| CA | RA | APPROVED | 2018-07-19 |
Branch Locations
555 California Street Pwm, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co. Llc | San Francisco | CA | 07/2014 | 07/2018 |
| Morgan Stanley | San Francisko | CA | 06/2009 | 12/2017 |
| Morgan Stanley | Menlo Park | CA | 07/2018 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2021 | Present |
*669163 - District Budget Advisory Committee, Lafayette School District; Investment related: No; Lafayette, California; Public Schools; Advisory Board Member (proprietor, partner, officer, director, employee, trustee, agent); 11/2025; During business hours: 0; After business hours: 2; Accounting/Bookkeeping
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-25 |
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