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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-03-13 |
| CA | RA | APPROVED | 2022-11-09 |
Branch Locations
1478 Stone Point Drive Suite 500, Roseville, CA 95661 • 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 |
|---|---|---|---|---|
| E*Trade Securities Llc | Roseville | CA | 01/2016 | 11/2022 |
| E*Trade Capital Management Llc | Roseville | CA | 01/2016 | 11/2022 |
| Morgan Stanley Smith Barney Llc | Roseville | CA | 11/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-23 |
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