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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-02-12 |
| CA | RA | APPROVED | 2009-06-01 |
Branch Locations
3840 Kilroy Airport Way Suite 400, Long Beach, CA 90806 • United States
Huntington Beach, CA • United States
1 disclosure category 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 Smith Barney | Long Beach | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
RENTAL PROPERTY; INVESTMENT RELATED; HUNTINGTON BEACH/CA; REAL ESTATE; TITLE: OWNER; START DATE: 04/2015; DURING BUSINESS HOURS - 0; AFTER BUSINESS HOURS - 0. *377979 - Rental Property; Investment related No; Park City, UT; Rental Property; Owner (proprietor, partner, officer, director, employee, trustee, agent); Aug 2019; During business hours: 0; After business hours: 0 *575516 - Rental Property; Investment Related: Yes; Park City, Utah; Rental Property; Partner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 03/2007; During Business Hours: 0; After Business Hours: 0; Property Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-12 |
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