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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-06-03 |
| TX | RA | APPROVED_RES | 2021-06-03 |
Branch Locations
3059 Townsgate Rd 4Th Fl, Ste 400, Westlake Village, CA 91361 • United States
Newbury Park, CA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Woodland Hills | CA | 04/2013 | 06/2021 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 06/2021 |
| Wells Fargo Clearing Services, Llc | Woodland Hills | CA | 06/2021 | Present |
RENTAL PROPERTY, INV RELATED, GRANDA HILLS, CA, 100% OWNERSHIP, START 1/1/2012, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING. RENTAL PROPERTY, INV RELATED, GRANDA HILLS, CA, 100% OWNERSHIP, START 1/1/2014, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-03-24 |
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