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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-06-21 |
| CA | RA | APPROVED | 2011-06-20 |
Branch Locations
2725 Sand Hill Road Pwm, Menlo Park, CA 94025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Menlo Park | CA | 04/2011 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
*377573 - Mounted Patrol of San Mateo County; Investment related - No; Woodside, CA; Men's equestrian organization; Chairman of Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); Jan 2017; During business hours: 0; After business hours: 2. *382382 - St. Raymond Catholic Church; Investment related - No; Menlo Park,CA; Religion; Member of the Finance Committee of the Parish (proprietor, partner, officer, director, employee, trustee, agent); Nov 2019; During business hours: 0; After business hours: 1; Help plan budget and long term financial plan for the Parish as well as brainstorming fundraising.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-23 |
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