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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2021-01-21 |
| CA | RA | APPROVED | 2014-01-03 |
| TX | RA | APPROVED | 2014-01-03 |
Branch Locations
2829 Townsgate Road Suite 200, Westlake Village, CA 91361 • United States
Reno, NV • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Reno | NV | 01/2014 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
| Morgan Stanley | Westlake Village | CA | 03/2024 | Present |
1.RENTAL PROPERTY; MAMMOTH LAKES, CA; PART OWNER; 1 HOUR AFTER BUSINESS; 0 DURING BUSINESS; 2014 3. *411030 - Trust; Investment related - Yes; Oxford, Connecticut; Successor trustee; 09/2020; During business hours: 0; After business hours: 1; Estate Administration
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 1990-10-16 |
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