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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-15 |
| CA | RA | APPROVED | 2009-06-01 |
Branch Locations
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 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. ZEGA BUILDERS INC.; REAL ESTATE CONSTRUCTION; MENLO PARK, CA; SOLE OWNER OF THE S-CORP ENGAGED IN THE BUSINESS OF BUILDING HOMES; 20 HOURS AFTER BUSINESS; 4 HOURS DURING BUSINESS; 10/2013
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-20 |
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