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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-12 |
| CA | RA | APPROVED | 2017-05-05 |
Branch Locations
1101 5Th Avenue Suite 275, San Rafael, CA 94901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 04/2009 | 05/2017 |
| Bank Of America, Na | San Francisco | CA | 01/2010 | 05/2017 |
| Morgan Stanley | San Rafael | CA | 05/2017 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 05/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-27 |
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