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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED | 2009-06-01 |
Branch Locations
2725 Sand Hill Road Pwm, Menlo Park, CA 94025 • United States
555 California Street Pwm, San Francisco, CA 94104 • 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 | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 09/2018 | Present |
*495692 - VDBS LLC; Investment related Yes; Menlo Park, California; Investment/Finance/Banking; Registered Agent (proprietor, partner, officer, director, employee, trustee, agent); 04/2022; During business hours: 0; After business hours: 1; Signatory *516528 - Foothills Tennis & Swimming Club; Investment related: No; Palo Alto, California; Recreation; Water Polo Coach (proprietor, partner, officer, director, employee, trustee, agent); 08/2022; During business hours: 0; After business hours: 10; Youth Water Polo Coach *593233 - St. Francis High School of Mountain View; Investment Related - No; Mountain View, California; Education; Board Member, Finance Committee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 06/2024; During Business Hours: 0; After Business Hours: 2; Stewardship of the school mission. Finance sub-committee
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-23 |
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