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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2021-01-14 |
| TX | RA | APPROVED_RES | 2020-02-25 |
| CA | RA | APPROVED | 2009-06-01 |
Branch Locations
6004 La Madrona Drive, Santa Cruz, CA 95060 • United States
Plymouth, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Capitola | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*524910 - Crosslake Rental Cabin; Investment related:Yes; Crosslake, California; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 10/2022; During business hours: 0; After business hours: 0; Owner of rental cabin
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-06 |
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