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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2026-01-15 |
| NC | RA | APPROVED | 2022-12-21 |
| CA | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED_RES | 2009-06-01 |
Branch Locations
225 West Santa Clara Street Suite 900, San Jose, CA 95113 • United States
Livermore, CA • United States
Hampstead, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | San Jose | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1 *44548 - David Foreman/Rental Property; Investment related ; Sunnyvale, CA; Rental; Owner (proprietor, partner, officer, director, employee, trustee, agent); Jul 2003; During business hours: 0; After business hours: 1; Manage the property and the tenants. 2 TRI VALLEY BANK 3-CEDAR GROVE COMMUNITY CHURCH ELDER
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-23 |
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