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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-03 |
| CA | RA | APPROVED | 2015-11-23 |
Branch Locations
2882 Sand Hill Road Suite 200, Menlo Park, CA 94025 • United States
2725 Sand Hill Road, Menlo Park, CA 94025 • 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 Smith Barney | Palo Alto | CA | 06/2009 | Present |
1. PRECISION INSIGHT CONSULTING; OWNER AND SECRETARY; REDWOOD CITY, CA; HARDWARE ENGINEER; DUTIES: ACCOUNTING AND PAYROLL PROCESSING - QUICK BOOKS; 10 AFTER BUSINESS HOURS; 0 DURING BUSINESS HOURS; 05/2003*** * 449335 - Rental Property; Investment related Yes; MATAMORAS, PA; Real Estate; Owner (proprietor, partner, officer, director, employee, trustee, agent); July 2021; During business hours: 0; After business hours: 1; Property Management. *563568 - Rental Property; Investment related: Yes; MATAMORAS, Pennsylvania; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2024; During business hours: 0; After business hours: 1; Property Management, Administrative, Check Signing/Funds Disbursements
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-01-26 |
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