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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-08-11 |
| NV | RA | APPROVED | 2019-09-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Starbucks Coffee Company | South Lake Tahoe | CA | 06/2012 | 08/2019 |
| Morgan Stanley Smith Barney Llc | Reno | NV | 05/2019 | 09/2019 |
| Morgan Stanley | Reno | NV | 09/2019 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2019 | Present |
*638080 - University of Nevada, Reno Planned Giving Advisory Council; Investment Related - No; Reno, Nevada; Public Schools; Advisory Board (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2023; During Business Hours: 5; After Business Hours: 0; Attend meetings bringing awareness to University Planning and Initiatives
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-12 |
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