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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-09 |
| CA | RA | APPROVED | 2020-06-29 |
Branch Locations
101 West Broadway Suite 1800, San Diego, CA 92101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tohi Care Homes, Inc. | Vista | CA | 06/2016 | 06/2021 |
| Morgan Stanley Smith Barney Llc | San Diego | CA | 02/2020 | 07/2020 |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2020 | Present |
| Morgan Stanley | San Diego | CA | 07/2020 | Present |
*422412 -Trust; Investment related Yes; San Luis Obispo, CA; Feb 2018; During business hours: 0; After business hours: 1. *483605 -Trust; Investment related - Yes; Shakopee, Minnesota; 02/2022; During business hours: 0; After business hours: 1 *483609- Estate ; Investment related Yes; Shakopee, Minnesota; Estate ;Executor/Co-Executor; 03/2022; During business hours: 0; After business hours: 1; Estate Administration *483614- Power of Attorney; Investment related Yes; Shakopee, Minnesota; Power of Attorney; 03/2022; During business hours: 0; After business hours: 1; Estate Administration, Other
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-29 |
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