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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-02-24 |
| CA | RA | APPROVED | 2012-08-03 |
Branch Locations
20400 Stevens Creek Boulevard Suite 350, Cupertino, CA 95014 • 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 Llc | Cupertino | CA | 08/2012 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
*504292 - Personal real property for rental; Investment related Yes; San Jose, California; Investment/Finance/Banking; Partner (proprietor, partner, officer, director, employee, trustee, agent); 07/2022 During business hours: 0; After business hours: 1; Property Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-23 |
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