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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-09-08 |
| NV | RA | APPROVED | 2009-06-01 |
Branch Locations
5390 Kietzke Lane Suite 200, Reno, NV 89511 • United States
Reno, NV • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mid Pacific Institute | Honolulu | HI | 09/1991 | Present |
| Morgan Stanley Smith Barney Llc | Reno | NV | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
*563565- Soroptimist International of Sierra Reno; Investment related-No; Reno, Nevada; Children/Youth:Other; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 07/2023; During business hours: 2; After business hours: 20; Fundraising: Community Service
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-23 |
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