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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-08-17 |
| CA | RA | APPROVED | 2009-06-01 |
Branch Locations
101 West Broadway Suite 1800, San Diego, CA 92101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | San Diego | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
*504196 : Trust ; Investment related : Yes ; Westwood ; Massachusetts ; Trust ; Executor/Co-Executor ; 6/2022 ; During business hours : 0 ; After business hours : 1 ;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-05-01 |
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