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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-06-12 |
| TX | RA | APPROVED_RES | 2020-06-12 |
Branch Locations
9665 Wilshire Boulevard Suite 600, Beverly Hills, CA 90212 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | New York | NY | 03/2011 | 06/2020 |
| Morgan Stanley Smith Barney Llc | Los Angeles | CA | 06/2020 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2020 | Present |
*413320 - NanDig LLC; Investment related - Yes; Nesconset, New York; Real Estate; Managing Partner (proprietor, partner, officer, director, employee, trustee, agent); 10/2020; During business hours: 2; After business hours: 8; Business Development/Growth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-08 |
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