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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-11-19 |
| CA | RA | APPROVED | 2014-01-31 |
Branch Locations
245 Lytton Avenue Suite 200, Palo Alto, CA 94301 • United States
Alamo, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Palo Alto | CA | 01/2014 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
BUENAVISTA FAMILY INN, INCORPORATED; BOARD MEMBER; CALIFORNIA; RESORT INN WITH ROOMS, MULTI-PURPOSE HALL, FULL KITCHEN FOR RENT; .5 HOURS AFTER BUSINESS; 0 DURING BUSINESS; 03/2014 *405942 - Navy Rugby Alumni Association.; Investment related No; Annapolis, MD; Non-Profit, Sports; Board Member (proprietor, partner, officer, director, employee, trustee, agent); Aug 2020; During business hours: 0; After business hours: 4; NRAA Annual Dinner Chair.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-27 |
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