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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2012-05-07 |
| CA | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED | 2009-06-01 |
Branch Locations
55 South Lake Avenue Pasadena Towers - Tower Ii Suite 700, Pasadena, CA 91101 • United States
Franklin, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Pasadena | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1.Rental real estate; Sole Proprietor / Owner / Partner; Rental; Nashville, TN; Not Investment related; 12/2016; 0,1 2. Real estate; Investment related Yes; Court Franklin, TN; renting residential real estate; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Aug 2018; During business hours: 0; After business hours: 0.25; Property manager. 3. Rent a home; Investment related Yes; Rental; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Aug 2018; During business hours: 0; After business hours: 1; Make decisions related to the property. 4.Real Estate; Investment related Yes; Ct. Brentwood, TN ; Rental Real Estate; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Jan 2019; During business hours: 0; After business hours: 0; Owner * 414962 - 308 Highland Ave; Investment related Yes; Franklin, TN; Real Estate; Sole Proprietor/Owner, (proprietor, partner, officer, director, employee, trustee, agent); Nov 2020; During business hours: 0; After business hours: 2; Investment Decisions/Advice. *440777 - 125 JB; Investment related - Yes; Franklin, Tennessee; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 06/2021; During business hours: 0; After business hours: 1; Investment Decisions/Advice *484566 - Rental property; Investment related - Yes; Franklin, Tennessee; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 02/2022; During business hours: 0; After business hours: 5; Investment Decisions/Advice *554564 - Beloved Sons Real Estate LLC ; Investment related - Yes ; Franklin, Tennessee ; Real Estate ; Sole Proprietor/Owner:Investor(proprietor, partner, officer, director, employee, trustee, agent) ; 6/2023 ; During business hours : 1 ; After business hours : 0 ; Holding resedential real estate that is leased. We do not manage the real estate ourselves and we are not real estate agents.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-16 |
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