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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-03-07 |
| CA | RA | APPROVED | 2020-01-03 |
Branch Locations
3562 Round Barn Circle 1St Floor, Santa Rosa, CA 95403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Santa Rosa | CA | 10/2019 | Present |
| Mcnear's Saloon And Dining House | Petaluma | CA | 01/2018 | 03/2019 |
| Bear Republic Brewing Company | Rohnert Park | CA | 07/2017 | 03/2018 |
| Remys Bar/Grill/Lounge | Santa Rosa | CA | 07/2015 | 07/2017 |
| Unemployed | Santa Rosa | CA | 03/2019 | 09/2019 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 10/2019 | Present |
*575267- Verity; Investment related: No; Santa Rosa, California; Sexual Assault and Human Trafficking Prevention, Intervention, and Counseling; Board Member, Finance Committee, Treasurer (proprietor, partner, officer, director, employee, trustee, agent); 12/2023; During business hours: 2; After business hours: 3; Fundraising, Business Development/Growth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-03 |
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