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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-11-03 |
| TX | RA | APPROVED_RES | 2023-11-03 |
Branch Locations
4350 La Jolla Village Drive Suite 1000, San Diego, CA 92122 • 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. | San Diego | CA | 03/2013 | 11/2023 |
| Morgan Stanley Smith Barney Llc | San Diego | CA | 11/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2024 | Present |
*580333 - lynnglenn LLC; Investment Related - Yes; Rancho Santa Margarita, California; Rental Property, Real Estate; 1/3 Member and Manager (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2024; During Business Hours: 0; After Business Hours: 1; no active responsibilities *662138- Meals On Wheels; Investment related: No; San Diego, California; Serving Seniors meals and wellness checks; Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 10/2025; During business hours: 2; After business hours: 0; Investment Decisions/Advice, Other
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-22 |
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