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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED_RES | 2009-06-01 |
Branch Locations
1999 Harrison Street Suite 2200, Oakland, CA 94612 • United States
Danville, CA • United States
1333 North California Boulevard Suite 133, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co., Incorporated | Oakland | CA | 04/2007 | Present |
| Morgan Stanley Smith Barney | Oakland | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
RENTAL PROPERTY; DANVILLE, CA; OWNER; NO TIME IS DEVOTED PER WEEK DURING TRADING AND NON TRADING HOURS *368271 - Flying Resort Ranches; Investment related: No; Salmon, Idaho; Social & Recreational; Board Member(proprietor, partner, officer, director, employee, trustee, agent); 4/2019; During business hours: 0; After business hours: 3; Board memeber with additional Vice President duty to approve liquior license. Starting January 2026. *574915- McKenna Ranch LLC; Investment related: Yes; Sonoma, California; Agriculture; Trustees and Authorized Insividuals (proprietor, partner, officer, director, employee, trustee, agent); 01/2021; During business hours: 0; After business hours: 1; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-25 |
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