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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-07-10 |
| CA | RA | APPROVED | 2009-06-01 |
Branch Locations
101 West Broadway Suite 1800, San Diego, CA 92101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | San Diego | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
2.Eagle House LLC; Investment related Yes; CA; Rental Property; Owner (proprietor, partner, officer, director, employee, trustee, agent); Feb 2019; During business hours: 0; After business hours: 1; Owner *485684- Estate ; Investment related -Yes; Shakopee, Minnesota; Estate ; Successor Role; 02/2022; During business hours: 0; After business hours: 1; *485685 - Estate ; Investment related -Yes; Shakopee, Minnesota; Estate ; Successor Role; 02/2022; During business hours: 0; After business hours: 1; *485683 -Estate ; Investment related - Yes; Shakopee, Minnesota; 02/2022; During business hours: 0; After business hours: 1
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-15 |
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