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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2022-08-08 |
| TX | RA | APPROVED_RES | 2020-10-12 |
| CA | RA | APPROVED | 2017-09-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co., Incorporated | Walnut Creek | CA | 04/2007 | 09/2017 |
| Morgan Stanley Smith Barney | Walnut Creek | CA | 06/2009 | 09/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 09/2017 |
| Ubs Financial Services Inc | Walnut Creek | CA | 09/2017 | Present |
1) The Melohn Family Limited Partnership; family estate planning; general partner; 01/1995; During business hours: .010, After business hours: 1 2) Fallen Leaf Condo/ investment related?: yes/17000 Wedge Parkway , apt 923, Reno, 89511 US/ Proprietor / owner/ keep the apartment rented/ start sate: 6/1/2021
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-10 |
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