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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 | 2009-06-01 |
Branch Locations
1999 Harrison Street Suite 2200, Oakland, CA 94612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Oakland | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
1.Commercial Real Estate; Investment related Yes; San Francisco, CA; Rental property; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Jan 2013; During business hours: 0; After business hours: 0.005 2. *423248 - Moraga Manor; Investment related - Yes; Piedmont, California; Real Estate; Tenant in-common owner (proprietor, partner, officer, director, employee, trustee, agent); 02/2021; During business hours: 0; After business hours: 2;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-12-14 |
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