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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-09-09 |
| CA | RA | APPROVED | 2019-09-06 |
Branch Locations
13520 Evening Creek Dr N Ste 500, San Diego, CA 92128 • United States
2 disclosure categories 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 | San Diego | CA | 07/2015 | 11/2016 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 03/2016 | Present |
| Morgan Stanley | La Mesa | CA | 11/2016 | 09/2019 |
| Wells Fargo Clearing Services, Llc | San Diego | CA | 09/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-29 |
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